Tax Diversification: The Blueprint For Keeping More of Your Retirement Money

The Secure Retirement Method Podcast

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3+ y ago 59:06

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On this week’s episode of The Secure Retirement Podcast, April and I walk through the options for keeping more of your retirement income by paying less taxes—yes, we’re talking tax diversification and the strategies you can employ so your retirement income doesn’t get clobbered by taxes.

As I say, “It’s not what you get, it's what you keep.”

Listen as we break down the three types of retirement investment accounts and walk you through:

Why it’s important not to put all of your retirement “eggs” in one basket—how to diversify using the different types of investments
How to accomplish what you want with your money and leave it behind in a tax efficient manner
How to easily find out which strategies might work for you, how to make them work for you, and when you should be using a different type of strategy
And much more.

110 episodes

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