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Radio Show #14: Tax Planning Strategies in Retirement Planning
Manage episode 432601679 series 3573568
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Tax planning can certainly be overwhelming and changing tax laws only add to the frustration as you try to plan for retirement. That’s why this show will have a special focus on tax strategies and how it fits into a comprehensive financial plan.
Join Chris and Scott as they discuss the SECURE Act 2.0, Roth conversions, and the pros and cons of annuities in the current high-interest-rate environment. Whether you're considering moving out of California to save on taxes or looking for ways to optimize your retirement savings, this show should give you a better understanding of the tax strategies that people utilize to keep more of their money in retirement.
Here’s some of what we discuss in this episode:
- Tax laws in California and the United States at large.
- Planning ahead for potentially increased tax rates in the future.
- The conversations we have a bout Roth conversions.
- What the Secure Act 2.0 means for RMDs.
- How interest rates can impact your portfolio.
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at [email protected]. You can also reach the team by phone at (916) 458-8199.
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