Unlocking Tax-Smart Strategies for a Safer Retirement | Episode 127
Update: 2025-03-27
Description
In this powerful episode of Safer Retirement Radio, Brian Decker and Arrin Wray uncover advanced tax strategies designed to help retirees keep more of what they’ve earned. From Roth conversions that could save you over $1 million in taxes, to estate planning tools that preserve your legacy, this episode is packed with real examples and actionable advice.
You'll learn:
✔️ How Roth conversions can reduce future tax liabilities
✔️ The power of Qualified Charitable Distributions (QCDs)
✔️ Ways to mitigate estate taxes with Irrevocable Life Insurance Trusts (ILITs)
✔️ How to freeze business value to pass future growth tax-free
✔️ The role of AB Trusts in estate planning
✔️ Accelerated depreciation for rental income savings
✔️ Tools to avoid capital gains on high-value assets
📞 Ready to see how these strategies apply to your plan? Call Decker Retirement Planning for a free consultation at (833) 707-3030 or visit https://deckerretirementplanning.com/
You'll learn:
✔️ How Roth conversions can reduce future tax liabilities
✔️ The power of Qualified Charitable Distributions (QCDs)
✔️ Ways to mitigate estate taxes with Irrevocable Life Insurance Trusts (ILITs)
✔️ How to freeze business value to pass future growth tax-free
✔️ The role of AB Trusts in estate planning
✔️ Accelerated depreciation for rental income savings
✔️ Tools to avoid capital gains on high-value assets
📞 Ready to see how these strategies apply to your plan? Call Decker Retirement Planning for a free consultation at (833) 707-3030 or visit https://deckerretirementplanning.com/
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