The Importance of Tax Diversification in Retirement

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Manage episode 274946814 series 2120250
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We don’t know with any kind of certainty what tax rates will be in the future, which means that planning your finances into retirement can be both stressful and intimidating, but it doesn’t have to be. This week, John and April discuss tax diversification and how a wide range of investments now will afford you more choices later in life.

April says, “The main thing that we want our clients to have is more options when it gets to retirement, not less; we don't want you to be painted into a corner.”

Together, John and April have over 50 years of combined experience in helping clients plan for retirement and they use that knowledge this week to shed light on the importance of tax diversification in your planning process.

They speak in detail about:

  • Tax deferred accounts, taxable accounts, and tax favored accounts

  • Tax planning strategies— where should you be saving your money?

  • The impact of taxes on retirement income

  • Adapting to tax and market changes

  • And more

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