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Tax Diversification for Dentists in Retirement

In this episode, host Shawn Terrell discusses the importance of tax diversification for dentists nearing retirement. He explains the four types of taxes on investments: ordinary income, deferred, capital gains, and tax-free. Shawn emphasizes the benefits of diversifying across these tax types to minimize lifetime tax liability and maximize retirement options. ------------------------------------- 📖 Chapters 00:00:00 Introduction to Tax Diversification 00:00:00 Understanding Ordinary Income Tax 00:00:00 Deferred Tax Explained 00:00:00 Capital Gains Tax Overview 00:00:01 Benefits of Tax-Free Investments 00:00:01 Conclusion and Professional Advice ------------------------------------- 📊 Episode Resource: https://fierce-teacher-3401.kit.com/5... ------------------------------------- 📅 Meet with Dentist Exit: https://tr.ee/ypd3sK ------------------------------------- ❓About Dentist Exit Planning: 🛜 Website: https://www.dentistexit.com/ 🦷 Facebook: https://tr.ee/iaKvhY 🌅 Instagram: https://tr.ee/AAYXTg 👔 LinkedIn: https://tr.ee/iMUAub 🗞️ Newsletter: https://tr.ee/GPM6Rp 🎧 Podcasts: https://tr.ee/hwtnZr 📧 Email: shawn@dentistexit.com