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4 Important Accounts for Retirement (PLUS Ways to Use Them & Help Reduce Taxes)

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Manage episode 483759851 series 2891513
Content provided by Scott Sierens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Sierens or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

As you save for retirement, it’s not just about having a retirement account, it’s about having the right types of accounts and knowing how to use them most effectively. So today’s video will break down the four most important retirement accounts you should consider having and the strategies you can implement to get the amount of income in the most tax efficient way.

Here’s some of what we discuss in this episode:

📉 How to reduce taxes using account strategy 🔁 Why sequence matters when withdrawing income 💰 A flexible account most people overlook 🧾 Real-life example of using conversions to save money

Company website: https://sierensfinancialgroup.com/

Podcast website and resources: https://maxretirementshow.com/

Phone: (847) 235-6989

Contact our team: [email protected]

Schedule your no-cost introductory call: https://sierensfinancialgroup.com/schedule-a-meeting/

Check us out on YouTube: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

165 episodes

Artwork
iconShare
 
Manage episode 483759851 series 2891513
Content provided by Scott Sierens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Sierens or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

As you save for retirement, it’s not just about having a retirement account, it’s about having the right types of accounts and knowing how to use them most effectively. So today’s video will break down the four most important retirement accounts you should consider having and the strategies you can implement to get the amount of income in the most tax efficient way.

Here’s some of what we discuss in this episode:

📉 How to reduce taxes using account strategy 🔁 Why sequence matters when withdrawing income 💰 A flexible account most people overlook 🧾 Real-life example of using conversions to save money

Company website: https://sierensfinancialgroup.com/

Podcast website and resources: https://maxretirementshow.com/

Phone: (847) 235-6989

Contact our team: [email protected]

Schedule your no-cost introductory call: https://sierensfinancialgroup.com/schedule-a-meeting/

Check us out on YouTube: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

165 episodes

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