Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson go through targeted topics to help you win in this year’s tax season. They talk about the common tax scams to watch out for in 2022, efficient tax location strategies, and the benefits of using a defined benefit retirement plan.

[04:50] What Is Asset Location?

[07:20] Understanding Efficient Tax Distributions

[10:45] Top Asset Location Opportunities You Should Know About

[14:40] Tax Scams to Watch Out For in 2022

[16:07] Stimulus Payment Scams and Robo Calls

[17:57] Tips to Help You Identify and Avoid Tax Scams

[23:10] How to Avoid a Huge Tax Bill

[27:20] A Defined Benefit Retirement Plan

[36:18] How and When to Use a Defined Benefit Retirement Plan

[37:40] Parting Thoughts

Roshan can be reached at [email protected] or at 202-536-4468.  Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905.

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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.