Retirement Income Planning - Addressing taxes and reducing your IRS IOUs

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In this new series, we will be discussing ways to source income in retirement.

Part 1 focuses on addressing ways you can reduce your IRS IOUs. 

We will discuss your balance sheets and help you understand taxes are a liability that you must manage! If you don't plan, there is the real danger of continuing to kick the tax can down the road blindly. (nobody wants to do that!)

Areas we cover include capital gains, selling low to avoid taxes, IRAs vs. Roths, tax deductions, and how to avoid tax purgatory. 

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Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com

👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.