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What Future Tax Rates Have in Store for Your Retirement with Brian Britt

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Manage episode 358824485 series 2993685
Контент предоставлен Dave Hall, CPA, Dave Hall, and CPA. Весь контент подкастов, включая выпуски, графику и описания подкастов, загружается и предоставляется непосредственно Dave Hall, CPA, Dave Hall, and CPA или его партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

Retirement planning for the longest time has been heavily reliant on tax-deferred accounts and Social Security. And while this paradigm worked for the previous generations, especially after pensions began fading, relying heavily on tax-deferred accounts does not work well anymore. Today tax-free and tax-advantaged accounts are best!
Why did the old paradigm work so well for previous generations but not now?
And why do tax-free and tax-advantaged methods work better?
This week's episode answers those questions and so much more about tax rate risk in retirement. To discuss this risk Dave brings on Brian Britt, an expert partner with Retirement Risk Advisors.
During this episode you will learn about:

  • why the old paradigm of retirement planning does not work for tax rate risk now
  • why a risk-based approach best addresses this risk
  • the impact this risk has on your retirement
  • the 3-Bucket System
  • why tax brackets change from working years to retirement years
  • tactics to overcome tax rate risk and benefits of them

For more information on tax rate risk, its impact on retirements, and how you can tackle it, listen to episode 63 of the Retirement Risk Show!
Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors
Like the show on Facebook: The Retirement Risk Show
Follow here for updates on Dave's book and so much more!

  continue reading

120 эпизодов

Artwork
iconПоделиться
 
Manage episode 358824485 series 2993685
Контент предоставлен Dave Hall, CPA, Dave Hall, and CPA. Весь контент подкастов, включая выпуски, графику и описания подкастов, загружается и предоставляется непосредственно Dave Hall, CPA, Dave Hall, and CPA или его партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

Retirement planning for the longest time has been heavily reliant on tax-deferred accounts and Social Security. And while this paradigm worked for the previous generations, especially after pensions began fading, relying heavily on tax-deferred accounts does not work well anymore. Today tax-free and tax-advantaged accounts are best!
Why did the old paradigm work so well for previous generations but not now?
And why do tax-free and tax-advantaged methods work better?
This week's episode answers those questions and so much more about tax rate risk in retirement. To discuss this risk Dave brings on Brian Britt, an expert partner with Retirement Risk Advisors.
During this episode you will learn about:

  • why the old paradigm of retirement planning does not work for tax rate risk now
  • why a risk-based approach best addresses this risk
  • the impact this risk has on your retirement
  • the 3-Bucket System
  • why tax brackets change from working years to retirement years
  • tactics to overcome tax rate risk and benefits of them

For more information on tax rate risk, its impact on retirements, and how you can tackle it, listen to episode 63 of the Retirement Risk Show!
Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors
Like the show on Facebook: The Retirement Risk Show
Follow here for updates on Dave's book and so much more!

  continue reading

120 эпизодов

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