Tax Planning for Retirement

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  • Опубліковано 8 вер 2024

КОМЕНТАРІ • 12

  • @LeoHipolito
    @LeoHipolito 2 роки тому

    Great information! Tax alpha, underrated!

  • @maryscheib3881
    @maryscheib3881 4 роки тому +1

    Thank you so much for these videos.

  • @lseh4720
    @lseh4720 11 місяців тому

    My mother-in-law-takes her RMD, pays taxes on it, and then puts it right back. Doesn’t that cause it to be taxed again, or will that consider that basis, and not taxable, that only the income on the redeposited amounts will be taxes.

  • @mousa33
    @mousa33 4 роки тому +1

    Thank you, great information

  • @lseh4720
    @lseh4720 11 місяців тому

    Why don’t you like converting to Whole Life Insurance please.

  • @jskweres2
    @jskweres2 2 роки тому

    Great vid... What is the name of your podcast and book?

  • @maryscheib3881
    @maryscheib3881 4 роки тому +2

    I want to be a client , do you have anyone in texas? Can we do everything on the phone

  • @jocelynlotho1952
    @jocelynlotho1952 4 роки тому

    Is there a template that I can use to plan my retirement tax

  • @jeromerichmond992
    @jeromerichmond992 Рік тому

    S&P 500

  • @jazzioldchick5696
    @jazzioldchick5696 Рік тому

    You gave incorrect information about HSA contributions. I hope that you are no longer giving advice!