Podcast 30 – The Importance of Tax Planning for Retirement
Every dollar you save in taxes is another dollar you get to spend yourself.
That’s why retirement planning is not just about investing in stocks and bonds, but also exploring ways to save on taxes.
In today’s episode, Jeremy Keil highlights five key things to consider each year as part of your tax planning, which can ultimately help you save thousands of dollars in taxes during your retirement!
In this episode, you’ll learn:
- The difference between tax advice and tax planning
- How to use different types of accounts to optimize your tax picture
- Ways to boost Social Security — a major source of tax-free income
- Charitable giving strategies that can save you money
- And more!
Tune in now and learn how you can optimize your tax planning to achieve your ideal retirement!
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Disclosures
Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.
This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.
Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
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Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.
Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.
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For important disclosures visit: https://keilfp.com/disclosures/
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