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Ep 4: The Five Pillars – Tax Planning

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Content provided by Jammie Avila. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jammie Avila or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. This episode is all about taxes and how we work with clients to reduce their tax liabilities in retirement.

Show Notes, Contact & Resources:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

Timestamps:

1:11 – The difference between tax filing and tax planning.

2:32 – We have to be forward-looking when it comes to taxes.

5:23 – Most people believe their taxes are going to be lower in taxes.

6:58 – Why do we have this as a pillar in our planning?

8:33 – We’re assessing the taxable nature of your current holdings.

9:10 – What are some of the strategies we can use to decrease taxes?

10:17 – An example of how you would adjust your portfolio.

12:39 – Tax planning is a key way we show our worth.

13:03 – Why a lot of clients are considering Roth conversions.

14:49 – The SECURE Act has a big impact.

17:15 – What tools do we use to make sure we’re doing what’s best for the client?

19:02 – Anthony shares an example of how he helps clients with tax planning.

  continue reading

22 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on March 04, 2024 01:33 (25d ago). Last successful fetch was on May 28, 2023 10:40 (10M ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 265599307 series 2687881
Content provided by Jammie Avila. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jammie Avila or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. This episode is all about taxes and how we work with clients to reduce their tax liabilities in retirement.

Show Notes, Contact & Resources:

https://www.cornerstonevegas.com/cornerstone-retirement-podcast/

Timestamps:

1:11 – The difference between tax filing and tax planning.

2:32 – We have to be forward-looking when it comes to taxes.

5:23 – Most people believe their taxes are going to be lower in taxes.

6:58 – Why do we have this as a pillar in our planning?

8:33 – We’re assessing the taxable nature of your current holdings.

9:10 – What are some of the strategies we can use to decrease taxes?

10:17 – An example of how you would adjust your portfolio.

12:39 – Tax planning is a key way we show our worth.

13:03 – Why a lot of clients are considering Roth conversions.

14:49 – The SECURE Act has a big impact.

17:15 – What tools do we use to make sure we’re doing what’s best for the client?

19:02 – Anthony shares an example of how he helps clients with tax planning.

  continue reading

22 episodes

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