Episode 35
Retirement Income Planning - Setting Yourself Up For Success
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We want to help you set yourself up for success when managing your taxes in this episode. But when we refer to managing taxes, we are not referring to just this year, but rather over your entire lifetime!
The goal should not be a 0% tax bracket - that's just a trap.
Where should it come from first if you need to draw money from your investment accounts? We break down three popular types of accounts and their taxable structures - tax-deferred, tax-free, and taxed as you go.
Which is right for you? Listen to learn!
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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
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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.
