You’ve worked hard to create the retirement of your dreams, but if you don’t know the right strategies to minimize your taxes in retirement, you might not be as well-off as you think.
So, how can you maximize the amount of money you keep in retirement?
In this episode, fellow Financial Advisor at Hightower, Samantha Pietruszynski, is on the show to explain some of the ways you can maximize your wealth in retirement through tax loss harvesting.
Samantha discusses:
- Year-end estate planning and how you can make it a top priority during the holiday season - Some strategies around tax loss harvesting/minimizing taxes in retirement - What questions you should be asking your advisor about maximizing your wealth in retirement - How to consider Medicare insurance in your financial plan And more
Resources: BenchStrength Coaching
Connect With Tim Scannell: [email protected] Hightower Great Lakes LinkedIn: Tim Scannell (219) 531-4941 Connect With Samantha Pietruszynski:
About Our Guest: Samantha Pietruszynski is a Wealth Advisor at Hightower Great Lakes, where she positively impacts clients and their families both emotionally and financially by putting personalized plans in place to promote security. She helps clients feel empowered with the financial confidence and resources they need to achieve financial independence.
Samantha earned her Bachelor of the Arts degree in Finance and Accounting from the Francis J. Noonan School of Business at Loras College and was a member of the Loras College Advisory council for their Financial Planning Program. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and also holds her Series 7, 66, life & health insurance licenses.
She is originally from Mokena, IL. She is a sports enthusiast and enjoys playing tennis. When she is not cheering on my favorite sports team, the Chicago Bulls, she enjoys spending time with her black cat, Mr. Binx and her dog, Remington (Remi).
