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Tax-Efficient Bucket and Distribution Planning (Ep. 104)
Manage episode 424567183 series 2515949
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, and Matthew Theal discuss various aspects of retirement planning and investment strategies.
They delve into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement. The conversation includes a thorough discussion on managing short-term, mid-term, and long-term investment buckets.
They also discuss the impact of interest rates on the economy, and the latest advancements in AI technology with Apple's new features
00:00 Introduction
02:02 The Importance of Updating Beneficiaries
03:28 CPI Updates and Federal Reserve Insights
08:44 Apple's WWDC 24: New AI Features
15:51 Retirement Planning Corner: Bucket Strategy
23:23 Choosing the Right Investments for Each Bucket
24:06 Managing Emotions and Trusting the Process
24:54 Tax Efficiency in Bucket Strategy
27:24 The Importance of Having Multiple Buckets
32:46 Distribution Planning and Roth Conversions
35:14 Simplifying Bucket Planning
37:16 Evermont Recommends: Entertainment and Style Tips
40:13 Conclusion and Contact Information
Connect with Evermont Wealth:
109 episodes
Manage episode 424567183 series 2515949
In this episode of the Retirement Plan Playbook, hosts Brent Pasqua, and Matthew Theal discuss various aspects of retirement planning and investment strategies.
They delve into the importance of tax-efficient bucket and distribution planning to minimize taxation during retirement. The conversation includes a thorough discussion on managing short-term, mid-term, and long-term investment buckets.
They also discuss the impact of interest rates on the economy, and the latest advancements in AI technology with Apple's new features
00:00 Introduction
02:02 The Importance of Updating Beneficiaries
03:28 CPI Updates and Federal Reserve Insights
08:44 Apple's WWDC 24: New AI Features
15:51 Retirement Planning Corner: Bucket Strategy
23:23 Choosing the Right Investments for Each Bucket
24:06 Managing Emotions and Trusting the Process
24:54 Tax Efficiency in Bucket Strategy
27:24 The Importance of Having Multiple Buckets
32:46 Distribution Planning and Roth Conversions
35:14 Simplifying Bucket Planning
37:16 Evermont Recommends: Entertainment and Style Tips
40:13 Conclusion and Contact Information
Connect with Evermont Wealth:
109 episodes
All episodes
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