• Episode 263 - Tax Status Of Retirement Accounts

  • Aug 19 2024
  • Duración: 10 m
  • Podcast

Episode 263 - Tax Status Of Retirement Accounts

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  • Resumen

  • In this episode, Ryan Burklo discusses the tax status of retirement accounts and the importance of considering taxes when planning for retirement. He explains the different tax statuses of assets, including fully taxable, partially taxable, and non-taxable. Ryan emphasizes the preference for having a majority of assets in the non-taxable category. He explores strategies for shifting assets from taxable to non-taxable, such as asset shifting and cashflow shifting. Ryan also highlights the need to think with the end in mind and consider flexibility in retirement.

    Takeaways

    Consider the tax status of your retirement accounts when planning for retirement.
    Having a majority of assets in the non-taxable category is preferable.
    Strategies like asset shifting and cashflow shifting can help shift assets from taxable to non-taxable.
    Think with the end in mind and consider flexibility in retirement.

    Chapters

    00:00 Introduction: Importance of Tax Status in Retirement
    01:21 Tax Status of Assets: Fully Taxable, Partially Taxable, Non-Taxable
    03:24 Shifting Assets: Asset Shifting and Cashflow Shifting
    06:47 Thinking with the End in Mind: Flexibility in Retirement
    07:42 Conclusion: Contact for Questions and Topics
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