Posts tagged tax planning
#428 - How to Plan Your Agile Retirement: Stage 4 - Optimize & Establish Your Plan of Record
#428 - How to Plan Your Agile Retirement: Stage 4 - Optimize & Establish Your Plan of Record

“In preparing for battle I have always found that plans are useless but planning is indispensable.” Dwight D. Eisenhower

Ike is reminding us that the plan is not as important as the process. It is the practice of planning that is critical to success. You’ll never have everything figured out since the perfect retirement plan doesn’t exist, but by planning and staying agile you will be able to correct your course along the way.

This month we have gone from theory to practice to mastery. On this episode of the Retirement Answer Man show, you’ll learn how to optimize your feasible, resilient plan so that you can rock retirement.

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PodcastsRoger WhitneyHow to plan an agile retirement, Retirement plan of record, tax planning, social security, ACA, pie cake
#372 - Asset Allocation Ingredients: What is an Exchange Traded Fund (ETF)?
#372 - Asset Allocation Ingredients: What is an Exchange Traded Fund (ETF)?

If you have listened to this show for a while you know that I like to create a retirement withdrawal strategy based on the pie cake. However, we haven’t discussed what goes into the mix.

Over the next several episodes, we’ll dive into the details of asset allocation. You’ll learn a bit about ETFs, mutual funds, separately managed accounts, and UITs. On this episode, in addition to answering listener questions with Andy Panko from Retirement Planning Demystified, you’ll learn about ETFs and their pros and cons.

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PodcastsRoger Whitneyasset allocation, ETFs, pie cake, exchange-traded fund, tax planning, Andy Panko
#268 - You’re Retired! How to Use Your Accounts: Creating a Withdrawal Strategy to Fund Your Retirement
#268 - You’re Retired! How to Use Your Accounts: Creating a Withdrawal Strategy to Fund Your Retirement

You have been diligently saving in tax-deferred accounts for years and you finally have enough squirreled away to fund your retirement. But we need to discuss the elephant in the room. You have a looming tax burden that if not handled correctly can really mess up your retirement plans. On this episode, I’m going to teach you how to come up with a withdrawal strategy to help you fund your retirement. Are you ready to learn how to withdraw from your retirement accounts without Uncle Sam getting more than his fair share? Then listen to this episode of Retirement Answer Man to help you plan your retirement withdrawal strategy.

 

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PodcastsRoger Whitneywithdrawal strategies, taxes, tax planning, retirement withdrawal strategies