2 Ways to Make Tax Planning in Retirement Easier! (A Must-Have Tax Roadmap) скачать в хорошем качестве

2 Ways to Make Tax Planning in Retirement Easier! (A Must-Have Tax Roadmap)

Are you using the tax roadmap we discuss in this video? I guarantee it will help you make better retirement tax decisions. You can schedule an appointment with one of our Retirement Experts to develop this tax roadmap and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. Timestamps: 0:00 Two Concepts for Better Retirement Tax Planning 0:18 Will Taxes Be Lower in Retirement? (Yes and No) 1:25 The Idea of Your Effective Tax Rate 2:49 Concept #1 - Marginal Tax Rate 5:28 Concept #2 - Your Annual Tax Roadmap 7:29 Complicating this Roadmap 8:31 Adding in Medicare's IRMAA as a Marginal Rate - - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our Weekly Email Series: https://bit.ly/weekly-email-series 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generat... 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/fiduc...