Artwork

محتوای ارائه شده توسط Dave Hall, CPA, Dave Hall, and CPA. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Dave Hall, CPA, Dave Hall, and CPA یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Player FM - برنامه پادکست
با برنامه Player FM !

It's All About Income in Retirement: Eliminating Lack of Income Diversity Risk

23:18
 
اشتراک گذاری
 

Manage episode 364993401 series 2993685
محتوای ارائه شده توسط Dave Hall, CPA, Dave Hall, and CPA. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Dave Hall, CPA, Dave Hall, and CPA یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

There is a lot to consider when planning for retirement. But an overseen and costly risk is the lack of income diversity. Far too often retirees have their taxable or tax-deferred buckets too full and not enough in tax-free.
On this episode of RRS, Dave discusses the top 5 tax-free sources of income for retirement. He covers how retirees will need 65-80% of their pre-retirement income to maintain their lifestyle and how they will lose deductions for children, education, and tax-deferred accounts. Listeners will learn about how to structure income tax-free by following certain laws and rules and the unexpected tax consequences of some income streams. Furthermore, he discusses the importance of guaranteed income in retirement and how to avoid paying taxes on Social Security benefits. And additionally, Dave dives into the benefits of Roth accounts, including contributions and conversions and explores tax-deferred investments, permanent life insurance, charitable contributions, and annuities as tools to consider for retirement planning. Finally, he examines how taxes are set to increase in the future and why it's beneficial to take advantage of Roth accounts now before tax increases occur.
Key Topics Covered:

  • Top five strategies to diversify retirement income
  • Methods to reduce taxability in retirement
  • Benefits of Roth accounts, fixed-indexed annuities, and permanent life insurance policies

For more information and resources on the risks facing your retirement visit www.retirementriskdadvisors.com.
To sign up for our Shatter Your Retirement Risks even, visit, www.shatterretirementrisks.com.
Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors
Like the show on Facebook: The Retirement Risk Show
Follow here for updates on Dave's book and so much more!

  continue reading

116 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 364993401 series 2993685
محتوای ارائه شده توسط Dave Hall, CPA, Dave Hall, and CPA. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Dave Hall, CPA, Dave Hall, and CPA یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

There is a lot to consider when planning for retirement. But an overseen and costly risk is the lack of income diversity. Far too often retirees have their taxable or tax-deferred buckets too full and not enough in tax-free.
On this episode of RRS, Dave discusses the top 5 tax-free sources of income for retirement. He covers how retirees will need 65-80% of their pre-retirement income to maintain their lifestyle and how they will lose deductions for children, education, and tax-deferred accounts. Listeners will learn about how to structure income tax-free by following certain laws and rules and the unexpected tax consequences of some income streams. Furthermore, he discusses the importance of guaranteed income in retirement and how to avoid paying taxes on Social Security benefits. And additionally, Dave dives into the benefits of Roth accounts, including contributions and conversions and explores tax-deferred investments, permanent life insurance, charitable contributions, and annuities as tools to consider for retirement planning. Finally, he examines how taxes are set to increase in the future and why it's beneficial to take advantage of Roth accounts now before tax increases occur.
Key Topics Covered:

  • Top five strategies to diversify retirement income
  • Methods to reduce taxability in retirement
  • Benefits of Roth accounts, fixed-indexed annuities, and permanent life insurance policies

For more information and resources on the risks facing your retirement visit www.retirementriskdadvisors.com.
To sign up for our Shatter Your Retirement Risks even, visit, www.shatterretirementrisks.com.
Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors
Like the show on Facebook: The Retirement Risk Show
Follow here for updates on Dave's book and so much more!

  continue reading

116 قسمت

همه قسمت ها

×
 
Loading …

به Player FM خوش آمدید!

Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.

 

راهنمای مرجع سریع