Planning your Retirement Phases: Accumulative vs Distribution, Ep. 248

Capitalist Investor

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14d ago 11:26

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Welcome to this week's episode of the Capitalist Investor, "Planning your Retirement Phases: Accumulative vs Distribution." Join hosts Derek, Tony, and Luke, along with special guest VO, as they delve into the complexities of financial planning for retirement. From the intricacies of the accumulation and distribution phases to the impact of tax efficiency ladders and changing tax laws, our hosts lay out essential strategies for optimizing your retirement savings. Whether you're grappling with whether to choose traditional or Roth IRAs or trying to pinpoint your retirement number, this episode offers valuable insights to help you make informed decisions. Don't miss out on expert advice and forward-thinking discussions that can shape your financial future.

Chapters

1. Accumulation precedes distribution, concerns about future trends. (00:00:00)

2. Consider retirement income and tax implications carefully. (00:04:16)

3. Plan for retirement, ensure financial security. (00:08:23)

4. Conceptualizing portfolio needs and comfortable retirement plans. (00:09:46)

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