• Several do's and don'ts with taxes in retirement

  • 2025/03/04
  • 再生時間： 19 分
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Several do's and don'ts with taxes in retirement

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  • Ben and Megan Smith and co-host Doug Turnbull discuss an article that covers several things to do and not to do in retirement. Ben discusses the difference between tax preparation and tax planning. And he lays out some factors to consider with retirement and taxes: how accounts are taxed, diversifying accounts, income tax bracketology, and the importance of picking the right retirement route. Megan also shares about coaching local high schoolers to an Oregon state championship win.

    Schedule your discovery call with Ben to help calculate the future costs of current decisions at MyVisionWealth.com or call or text 503-831-9011 .

    https://www.facebook.com/myvisionwealth

    See omnystudio.com/listener for privacy information.
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Ben and Megan Smith and co-host Doug Turnbull discuss an article that covers several things to do and not to do in retirement. Ben discusses the difference between tax preparation and tax planning. And he lays out some factors to consider with retirement and taxes: how accounts are taxed, diversifying accounts, income tax bracketology, and the importance of picking the right retirement route. Megan also shares about coaching local high schoolers to an Oregon state championship win.

Schedule your discovery call with Ben to help calculate the future costs of current decisions at MyVisionWealth.com or call or text 503-831-9011 .

https://www.facebook.com/myvisionwealth

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

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