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Heading Into Retirement? How to Have More, Tax-Free Income

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Manage episode 293366423 series 2120250
Content provided by John H. Curry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John H. Curry 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.

On this week’s episode of The Secure Retirement Podcast, April Schoen talks about the importance of tax diversification in retirement.

April discusses the three different types of retirement investments, offering examples of each type of account, how you can contribute to them, and their tax implications.

Listen as she explains:

  • Tax-deferred accounts
  • Taxable or tax as you go accounts
  • Tax-favored accounts or tax-free accounts
  • How spreading out your retirement investments can help you keep more income in your pocket
  • How to use Roth IRAs in retirement tax planning
  • Permanent life insurance as a financial tool
  • And more

  continue reading

110 episodes

Artwork
iconShare
 
Manage episode 293366423 series 2120250
Content provided by John H. Curry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John H. Curry 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.

On this week’s episode of The Secure Retirement Podcast, April Schoen talks about the importance of tax diversification in retirement.

April discusses the three different types of retirement investments, offering examples of each type of account, how you can contribute to them, and their tax implications.

Listen as she explains:

  • Tax-deferred accounts
  • Taxable or tax as you go accounts
  • Tax-favored accounts or tax-free accounts
  • How spreading out your retirement investments can help you keep more income in your pocket
  • How to use Roth IRAs in retirement tax planning
  • Permanent life insurance as a financial tool
  • And more

  continue reading

110 episodes

All episodes

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