Posts Tagged ‘Tax Planning’
Episode 116: 4 Steps to Help You Plan Ahead for Taxes in Retirement
Have you given much thought to taxes in retirement? What can you do to prepare effectively for what the future may hold?
Read MoreEpisode 90: 3 Reasons to Review Your Tax and Estate Plan Now
Regardless of your age, here are three reasons you may want to review your tax plans and estate plans before the end of the year. Do you have everything set up in the most beneficial way?
Read MoreEpisode #28: How To Save For A Wedding
David answers three listener questions, including one on saving for a wedding. He also tackles questions on IRAs and the tax implications of selling a stock.
Read MoreEpisode #27: Social Security Is Taxable? Oops…
Have you learned the hard way your Social Security benefit could be taxed? A listener question sparked this discussion on Social Security taxation. Discover how Security taxation could affect you in retirement.
Read MoreEpisode #17: Are You Asking The Wrong Financial Questions
To plan for retirement, you need to be asking the right kind of financial questions. But what if you have it all wrong? David takes some of the questions he hears most and tells you what kind of questions you really should ask when it comes to saving and preparing for retirement.
Read MoreEpisode #16: Are You Flirting With Disaster?
You might be flirting with financial disaster and not even realize it. If you find yourself in any of the following scenarios, you’ll want to visit with your financial advisor as soon as possible.
Read MoreEpisode #15: Real Advising Is Problem-Solving
Most people think their advisor’s primary job is picking investments. However, your advisor should primarily engage in problem-solving. Discover real situations that became less about investing and more about problem-solving.
Read MoreEpisode #8: Retirement Uncertainties
You can’t possibly prepare for every scenario in retirement. Life has many uncertainties. Learn how to make the best decisions amidst financial uncertainty.
Read MoreEpisode #7: 401(k) Rollovers
401(k) rollovers are useful tools. However, they’re tricky to execute. Get a proper understanding of a rollover and whether this strategy is right for you.
Read MoreEpisode #5: Taxes In Retirement
If you want to learn how to mitigate your tax burden in retirement, this is the podcast for you. Discover the impact taxes will have on your portfolio.Â
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