Level:
Beginner
Category:
Financial - Asset Strategy Professionals
In this podcast, we dive into the dynamic world of financial planning, tax strategies, investment, and retirement ideas! Think of assets and taxes as the yin and yang of your financial journey – you want your assets to grow and your taxes to shrink. Whether you’re an individual looking to maximize your wealth or a small-mid sized business owner navigating complex financial landscapes, our podcast brings you timely discussions, expert interviews, and actionable ideas and strategies. Join us as we explore how to make your money work harder, keep more of what you earn, and have a little fun along the way. In this episode, Asset Strategy Managing Director and Senior Financial Consultant Kent Fitzpatrick, AIFA®, GFS®, CBFA sits down with Asset Strategy Senior Financial Consultant David O’Brien, CFP®, CAIA® to talk about everything you need to know about how the implications taxes have in your retirement. They discussed ERISA, 401k plans, IRAs, Social Security and Medicare, Roth IRA Conversion Strategies, Tax-Smart Distribution Strategies, Legacy and Estate Planning, and Qualified Charitable Distributions.
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