Does your current investing and asset location strategy mess up your yearly tax bill? The strategy in today's video may help fix this. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.
Timestamps: 0:00 Tax-Efficient Investing in Retirement 0:10 The 3 Tax Buckets You Have in Retirement 1:36 General Idea Behind Asset Location 3:05 The Problem with Asset Location + Withdrawal Strategies 3:32 Fixing this Problem Example #1 5:32 Fixing this Problem Example #2 8:44 Problems and Objections with this Strategy
Disclaimer: The information in this video should not be taken as direct advice for your situation. The strategy discussed in this video may not be effective in your situation. Consult a professional before making changes to your retirement.
- - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan"
Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on YouTube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduciary
