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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:
๐ How to reduce taxes using account strategy ๐ Why sequence matters when withdrawing income ๐ฐ A flexible account most people overlook ๐งพ 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
By Scott Sierens4.9
77 ratings
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:
๐ How to reduce taxes using account strategy ๐ Why sequence matters when withdrawing income ๐ฐ A flexible account most people overlook ๐งพ 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