Who better to talk about taxes in retirement and income taxes than a CPA? You may be familiar with Ed Slott from his frequent appearances on PBS. One of the very few gurus who actually is the real deal: A CPA who is recognized even inside the financial profession as an expert – he even teaches CFP Board-approved continuing education classes.
Mr. Slott does have a unique ability to present financial topics in an easy-to-understand, entertaining way. One of the hot topics right now is protecting retirement income from taxation. The topic is hot primarily because of two issues: Longevity risk (outliving our money) and taxation risk (the government debt is huge and the outlook over the next two decades, when we’ll need money the most, is that taxes are bound to rise).
I think you’ll find this video interesting.
If you’d like a report on how you might be able to create a tax-free retirement, you can get it here.
If you would like help, of course, we can always visit by phone.
Enjoy the video and report!
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® serving private clients since 1991. Jim is Founding Principal of The Independent Financial Group, a registered investment advisor with clients located across the U.S.. He is also licensed for insurance as an independent agent under California license 0C00742. The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.