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4 Important Accounts for Retirement (PLUS Ways to Use Them & Help Reduce Taxes)
Manage episode 483759851 series 2891513
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
165 episodes
4 Important Accounts for Retirement (PLUS Ways to Use Them & Help Reduce Taxes)
The Retirement Show: Your Life, Your Money with Scott Sierens
Manage episode 483759851 series 2891513
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
165 episodes
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