How can you structure your investments to maximize your retirement income? In essence, how you can take the most amount of money but pay the least amount of tax. This is a complicated subject but in this video Charlie and Kevin’s discuss the high points and give you a great starting off point.
Our discussion centers around the types of investment accounts you should fund for retirement, creating a balance between tax-free and taxable accounts. We also discuss how and when to defer taxes smartly and take advantage of Roth IRA conversions.
Setting up your financial plan with a diversified portfolio then executing proportional withdrawals in retirement will create a smart, reliable income stream in your retirement.
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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning personnel. The opinions expressed are those of Leading Edge Financial Planning as of 07/28/2020 and are subject to change at any time due to the changes in market or economic conditions.