Episode 26  of Money & Stuff Podcast.

Sam Rodriguez CFP®  & Conor Shepard discuss taxes in retirement and what factors can influence your situation.  They discuss: 

• How the account you choose determines how much tax you pay
• How you can create tax diversification to gain more control of your taxes
• Give an example of how Tax Diversification cut a tax bill in half
• The impact of taking steps now and why you should act ASAP

Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact

Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected]

Securities offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.

To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision