Your 5 Step Gameplan to Lower Your Lifetime Taxes with Brian Haney
Everyone has to pay taxes, but not everyone knows how to minimize their tax bill. Tune in to learn about the 5 steps everyone needs to take each and every year to lower their lifetime taxes.
How The Secure Act 2.0 Affects Your Retirement With Jeffrey Levine
Out with the old and in with the new! There’s a new Secure Act, the Secure Act 2.0, that brings changes to tax and retirement plans for those aged 50 and above. Tune in to learn about the changes in the Secure Act 2.0 and how they affect those nearing retirement and those who are already retired.
The Top 3 Ways To Lower Your Tax Bill
Who doesn’t want to lower their taxes? Tune in to learn about 3 ways everyone can cut down on their taxes.
How To Fix America: Our Tax System
It’s safe to say everyone thinks America’s tax system needs some adjusting, but where should we begin? Tune in to learn about how inflation causes Americans to pay more in taxes, why taxing consumption instead of income could be the solution, and the debate about how much tax is too much tax.
7 Questions That Could Make Or Break Your Retirement
It’s never too early to plan for your retirement. But where do you start? Knowing where to start can be difficult, and even those who have a headstart in the process might have missed some of the necessary questions to help accurately plan for their retirement. Tune in to learn about seven questions that could make or break your retirement, and how to find the answers to those questions.
3 Ways to Lower Your Taxes on Required Minimum Distributions
After you reach a certain age, you’ll be subject to required minimum distributions (RMDs). This refers to a minimum amount that you must withdraw every year from your retirement accounts. Why should this concern you? Because RMDs significantly affect your lifetime taxes! Tune in to discover 3 ways to lower your taxes on required minimum distributions and optimize your overall tax picture in retirement.
3 Reasons to Have a Withdrawal Plan in Retirement with Chris Lanfranca
Your withdrawal plan can have a huge impact on your lifetime taxes — potentially even hundreds of thousands of dollars! Tune in to learn about tax-efficient withdrawal strategies to generate retirement income, and gain insights into advanced softwares for making research-based decisions.
5 Things to Know Before Filing Your 2021 Taxes
The deadline for filing your 2021 taxes is approaching. Do you have your taxes figured out? When we say “having your taxes figured out,” we don’t mean just for the past year. If you want to optimize your overall tax picture, you need to look at your total lifetime taxes. Tune in now to discover key things to keep in mind while filing your 2021 taxes and ways to minimize your total taxes in retirement.
7 Ways To Lower Your Tax Bill (2021 Year-end Edition)
Use these year-end strategies to help your tax bill in 2021 and beyond! Drawing inspiration from an article by Kiplinger, Jeremy Keil highlights 7 year-end moves to help you lower your taxes during retirement.
Learn more about retirement, investment and tax planning through our blog updates, as well as our Retirement Revealed podcast, hosted by Jeremy Keil, and published every two weeks. Proud to be named a Top 100 Retirement Blog and a Top 25 Retirement Podcast to follow in 2021 by Feedspot!
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7 Questions That Could Make or Break Your Retirement