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Can I Retire Now?
Welcome to the Can I Retire Now? Podcast!
Where savvy financial insights meet relatable wisdom. With almost two decades in the industry, Nick Russell and his wife Becky Wagoner bring a dynamic perspective to help you navigate your unique financial landscape.
Join us as we decode the intricacies of your financial world, offering tailored strategies for dream retirement plans and protection against life's storms.
Discover what truly matters in your financial life, gain insights on relationships and money, and maybe even share a good laugh.
Your journey to financial well-being starts here.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity. 6052 Turkey Lake Rd #101, Orlando, FL 32819. Main Telephone: (407) 351-3476
Can I Retire Now?
Understanding the Tax Triangle (Ep. 5)
Are your savings smartly diversified to beat the tax man in retirement?
Nick Russell and Becky Wagoner delve into the intricacies of taxes and retirement savings, breaking down the 'tax triangle' to shed light on how different tax treatments affect your investments. Their easy-to-understand explanations aim to make a complex topic more approachable, ensuring you're better prepared for your financial future.
Nick and Becky discuss:
- Tax-deferred accounts and their impact on retirement savings
- Understanding taxable accounts and annual tax liabilities
- The benefits of Roth IRAs and other after-tax investment options
- Real-life examples to illustrate the importance of tax diversification in your savings strategy
- And more
Tax Triangle PowerPoint
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