Retirement Tax Planning: 4 Effective Strategies for High Income Earners

Retirement is a much-anticipated phase in life, but many retirees are unaware of the tax-efficient strategies available to them.

In this video, Alex and Anthony explore four tax-saving techniques that can help retirees minimize their tax liability and retain more of their hard-earned money. From retirement accounts to health savings accounts, we've got you covered with expert advice.

❓HOW MUCH DO I NEED TO RETIRE? ❓
Get your free RETIREMENT READINESS REPORT to find out!
https://app.precisefp.com/w/osrtro

☎️ FREE TAX & RETIREMENT ANALYSIS ☎️
Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstarted/

✍ SHOW NOTES & RESOURCES ✍
- BEWARE of the Hidden Taxes in Retirement (2022 Tax Hikes!): https://youtu.be/wzC1YjdkCxo
- DOWNLOAD OUR FREE GUIDE: 5 RETIREMENT MISTAKES TO AVOID: https://onedegreeadvisors.com/retirement/
- Show Notes: https://onedegreeadvisors.com/2023/10/retirement-tax-planning-4-effective-strategies-for-high-income-earners/

👉 JOIN 964+ OTHER RETIREES AND RECEIVE OUR WEEKLY RETIREMENT RECAP EMAIL + GAIN ACCESS TO OUR PRIVATE CLIENT MEMO 👈
https://onedegreeadvisors.com/blogs/

✅ LEARN ABOUT HOW WE CAN HELP YOU THROUGH RETIREMENT ✅
https://onedegreeadvisors.com/

Twitter: https://twitter.com/onedegreetweets
Facebook: https://www.facebook.com/onedegreeadvisors

This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
Disclosures: https://onedegreeadvisors.com/solutions/#disclosures

0:00 - Intro - 4 Strategies to lower taxes for high-income earners
0:16 - 1. Retirement Accounts
2:47 - 2. Health Savings Account (HSA)
5:13 - 3. Tax Efficient Investments
7:27 - 4. Charitable Contributions

Тэги:

#Financial_Planning #San_Diego_Financial_Planner #Family_Financial_Advisor #Fiduciary #Retirement #Retirement_Planning

Скачать видео