In this episode, host Shawn Terrell discusses the importance of tax diversification for dentists nearing retirement.

He explains the four types of taxes on investments: ordinary income, deferred, capital gains, and tax-free.

Shawn emphasizes the benefits of diversifying across these tax types to minimize lifetime tax liability and maximize retirement options.

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Chapters

• 00:00:00 Introduction to Tax Diversification
• 00:00:00 Understanding Ordinary Income Tax
• 00:00:00 Deferred Tax Explained
• 00:00:00 Capital Gains Tax Overview
• 00:00:01 Benefits of Tax-Free Investments
• 00:00:01 Conclusion and Professional Advice

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Episode Resource
 
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