Ep 74: Year-End Retirement and Tax Strategy Planning
Manage episode 343222827 series 2891513
By Scott Sierens. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Are you prepared for year-end and tax strategy planning? This puts you in the best position possible before the end of the year to help maximize your retirement and minimize your overall tax burden.
We can walk you through spousal IRAs, Roth conversions, and how to save on taxes for required minimum distributions. We’re also sharing the No. 1 more overlooked tax advantage account.
Here’s a little of what you’ll learn in this episode:
- How to maximize your retirement plans by using a mix of investments. (5:12)
- If you’re 50 or older, how much extra you can contribute to your retirement accounts? (14:45)
- Why spousal IRAs and spousal Roth contributions are often overlooked. (20:29)
Read more and get additional financial resources here: http://lifemoneyshow.com
Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
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