How to Plan for a Tax-Efficient Retirement? Part 3

Retirement Insights with Capital Wealth Group

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Join George Jameson, CFP®, MBA, in this episode of The Retirement Guide Podcast as he uncovers the little-known secret of Asset Location. Discover how strategically placing your assets can save you thousands in retirement taxes. George shares practical examples and explores tax-efficient strategies, including the crucial role of periodic rebalancing and aligning your portfolio with cash flow needs. The episode concludes with insights into Donor Advised Funds (DAFs) as a convenient and tax-efficient way to leave a lasting legacy. Learn key strategies to reduce overall taxes in retirement, ensuring reliable cash flow and maximizing your hard-earned money. Tune in for actionable insights on planning for taxes in retirement.
Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

Thank you for tuning in to this episode of The Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.
This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.

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