The BIG Tax Lie In Almost Every Retirement Plan
Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/M... ➡ PLEASE READ! ⚠️ Be careful of scammers. In the COMMENTS section, We will NEVER offer any investment products, recommend a stock broker, or anything similar. Some scam bot commenters coordinate a “conversation,” including “asking” for investment help, and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied upon for personal decision making. Each plan is developed using specific client conversations, assumptions, and planning inputs that are not fully detailed in these videos. Please consult your own financial, tax, and legal advisors before making any financial decisions. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutio... 00:00 – Retirement Tax Lie 00:15 – Five Tax Levers 00:22 – Asset Location 02:23 – IRA Withdrawals 04:28 – Brokerage Strategy 05:44 – Tax Loss Harvesting 06:43 – Charitable Giving 08:14 – Bunching Strategy 09:58 – Roth Conversions 12:09 – Conversion Timing 13:09 – Final Message
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