Matt Stevenson and Peter Lott discuss taxation in retirement. Focus is given to the future of tax rates, how tools such as a Roth conversion may be useful for tax control in retirement, and how to properly position the nest egg to be as tax-efficient as possible in your retirement years.
About: Welcome to our Channel " ON THE MONEY", powered by Allied Wealth, Houston's premier wealth management and financial planning firm. On the Money brings viewers educational, topic-driven, and real-life financial scenarios every week.
Topics we will be covering are Retirement and Financial Planning, Investment Selection, Retirement Income Planning, Taxes and Taxation during Retirement, Healthcare, Long Term Care, Legacy and Estate Planning, in addition to important Market and Economic changes impacting Retirement.
Allied Wealth Mission is to help as many people as we can live the richest life possible with the resources they have to work with during their golden years. Our primary discipline is to help our clients capture more of the market return that studies have proven the average investor has missed out on for more 25 years by seeking to limit downside risk first and capitalizing on upside growth second.
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