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045: Tax Planning Strategies to Save Money in Retirement with Derek Gregoire and Matthew Peck
Manage episode 386542002 series 3001511
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When most people think of tax planning or doing their taxes, many would rather save it for another day. But if there’s one area that we can help our clients with to save them money, it’s with their tax planning.
In today’s episode, Derek Gregoire and Matthew Peck emphasize the importance of proper tax planning in your retirement plan. They’ll discuss tax diversification strategies, Roth conversions, and concepts to ensure that more of your hard-earned money stays in your account instead of going to Uncle Sam.
If you’ve been contributing to IRA and 401(k) accounts, you have a head start. By implementing simple (yet effective) strategies to move money into tax-free accounts, you’ll be ahead of the game when you retire.
In this podcast interview, you’ll learn:
- How future increases to tax rates will impact how much investors will need to withdraw from their investments.
- The guides that are available online at SHP to help with your tax planning needs.
- How tax planning and legacy planning go hand in hand with what you leave behind to your children and beneficiaries.
- Why now might be the right time to leverage Roth conversions in your portfolio.
- How a methodical approach to moving pretax and after-tax dollars to a tax free account will save more money in the long run.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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