• Strategies For Managing Investments To Minimize Taxes In Retirement

  • Jul 12 2024
  • Duración: 36 m
  • Podcast

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Strategies For Managing Investments To Minimize Taxes In Retirement

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  • Resumen

  • This episode features a discussion between Rob Black and certified financial planner Chad Burton on the topic of building a tax-conscious retirement portfolio. They delve into the importance of strategically managing investments to minimize taxes in retirement, focusing on asset allocation, dividend achievers, real estate investments, and the impact of dividends on retirement income. Chad provides insights on the significance of holding the right asset classes in the appropriate accounts to reduce tax liabilities and ensure a steady income stream during retirement.

    Timestamps:

    [00:02:19] Tax-conscious retirement portfolio.

    [00:04:25] Tax implications of dividends and bonds.

    [00:09:15] Disney's expanding cruise businesses.

    [00:12:33] Tax-efficient investing for wealthy individuals.

    [00:15:02] Tax-efficient investing strategies.

    [00:20:36] Costco raising starting wages.

    [00:22:31] Commercial real estate in San Francisco.

    [00:26:30] Simplifying life by selling property.

    [00:31:28] Dividend achievers vs handpicking.

    [00:34:08] Dividend Achiever approach.

    Email your money question to chad@chadburton.com

    Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
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