The First Six Strategies to Minimize Tax Burdens During Retirement
Update: 2024-10-29
Description
Shawn O'Keefe addresses the first six of 12 strategies to minimize tax burdens during retirement. These include tax deferral, IRA management, tax loss harvesting, asset allocation, qualified charitable distributions, and managing withdrawals to optimize tax brackets. The conversation emphasizes the importance of having a comprehensive plan and working with a knowledgeable advisor to navigate the complexities of retirement taxes.
To connect with Shawn and find out more information, visit www.gosummitwealth.com
See omnystudio.com/listener for privacy information.
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