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#026 (Part 2) Taxable, Tax-Deferred & Tax Free - Knowing The Difference Will Save You Roughly $2.7M In Taxes
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(Part 2) Taxable, Tax-Deferred & Tax Free - Knowing The Difference Will Save You Roughly $2.7M In Taxes
The Rich Fulfilling Life Show
Episode 26
Description:
In the second part of this enlightening series, Saad Nadeem and Usman Jamal take a deep dive into the tax-free bucket and its pivotal role in your financial strategy. Learn how to achieve the optimal balance between taxable, tax-deferred, and tax-free buckets to ensure a tax-efficient retirement. They also discuss the importance of selecting the right financial advisor to guide you through this intricate process. Discover how proper planning can help you save $2.7 million in unnecessary taxes over your lifetime. Don't miss this crucial episode for internationally trained physicians aiming for a secure and prosperous retirement.
Time Stamps
1:15 - Bucket #1 Lowdown on TFSAs
4:35 – Bucket #2 Insurance wrappers
10:55 – Bringing it all together
13:45 – Choosing the right type of advisor for the task
21:05 – How to build a tax-free retirement
25 episodes
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