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The concept of tax diversification might not be the first topic that springs to mind when planning for retirement, but it can have a profound impact on your ability to live out your golden years as you want. While Uncle Sam will (almost) always get a portion of your hard-earned and wisely-invested money, understanding how and when different types of accounts are taxed can help you keep more money for yourself, whether that means going on more vacations, passing more on to the next generation, or opting for the Macallan 30 Year instead of the 18.
In this episode of Capital Conversations, CERTIFIED FINANCIAL PLANNER™ professional Colin Day and portfolio manager Ryan Potts discuss how to best optimize your tax diversification, why you need to do it, the "One Bad Year Rule," and the importance of maintaining flexibility in your retirement funds.
Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.
Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.
Learn more about our areas of expertise, including:
Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.
The concept of tax diversification might not be the first topic that springs to mind when planning for retirement, but it can have a profound impact on your ability to live out your golden years as you want. While Uncle Sam will (almost) always get a portion of your hard-earned and wisely-invested money, understanding how and when different types of accounts are taxed can help you keep more money for yourself, whether that means going on more vacations, passing more on to the next generation, or opting for the Macallan 30 Year instead of the 18.
In this episode of Capital Conversations, CERTIFIED FINANCIAL PLANNER™ professional Colin Day and portfolio manager Ryan Potts discuss how to best optimize your tax diversification, why you need to do it, the "One Bad Year Rule," and the importance of maintaining flexibility in your retirement funds.
Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.
Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.
Learn more about our areas of expertise, including:
Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.