As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

0:45 - Main Topic: Most Common Retirement Planning Questions About Taxes

1:51 - Am I Going To Have Deductions In Retirement?

4:09 - Being In A Lower Tax Bracket In Retirement

5:26 - Are All Of My Retirement Accounts Taxed The Same?

7:15 - Bad Tax Mistake

9:20 - Tax Free Retirement

11:11 - Moving To A No Tax Income State

13:24 - Tax Planning Strategy Story

15:31 - Mailbag: Wendy Asks About The Roth Option For Her 401(k)

17:01 - Upcoming Online Workshops