Troy responds to a comment: What asset placement strategy do you recommend for tax-infested IRA and 401k Accounts? How can you slow the growth of the future tax liability in retirement? If these are questions you’ve asked yourself, you won’t want to miss Troy as he goes over a few key considerations that could potentially change the game and help you allocate your retirement assets in a way that can require less of your hard-earned money to go to Uncle Sam and to put more in your pocket over the course of retirement.
Thanks to @investingwithhumorbyboglen4387 for the great question!
00:31 Bognlenaut's Question
01:17 Setting the Stage: Tax-Infested Retirement Accounts
02:38 The Potential Consequences of Planning Retirement Out of Order
04:38 Planning for Potential Future Changes in Tax Code
05:40 Finding Opportunities in Recession
07:25 Factoring Age and Life Expectancy in when Planning for Retirement
09:12 Giving to Charity in Retirement
Retirement Success Plan Steps mentioned in the video:
Step 1: Allocation - https://youtu.be/eylDPr2GBpA
Step 2: Income Planning - https://youtu.be/Ey3jugfFmJ8
Step 3: Tax Planning - https://youtu.be/v4wspgYn1Go
Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/asset-allocation
Disclaimer:
This video discusses fixed-income investing and utilizes the 10-year U.S. treasury as a general representative fixed-income investment. Conclusions reached, opinions stated, and downside risks and potential returns presented should not be construed as applying to other types of bonds or fixed-income assets. Other types of fixed-income products carry different levels of risk and return potential and should be evaluated as an element of a diversified portfolio with your specific risk tolerance, investment objectives, and timeline in mind. Nothing in this video is investment advice, an investment recommendation, or an offer to buy or sell any security. Investing involves risk.
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