Ep 4: The Five Pillars – Tax Planning


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By Jammie Avila. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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:



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.

13 episodes