• Your Retirement & Taxes - What's the Best Way To Get Ready

  • May 28 2024
  • Duración: 19 m
  • Podcast

Your Retirement & Taxes - What's the Best Way To Get Ready Por arte de portada

Your Retirement & Taxes - What's the Best Way To Get Ready

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  • Greg & Danny discuss various strategies for tax-free savings and retirement planning. They mention Roth IRAs, which allow for tax-free withdrawals in retirement, but have income limits. Health Savings Accounts (HSAs) are also highlighted as a way to save tax-free for medical expenses, with the added benefit of being able to use the funds for non-medical expenses in retirement. Greg & Danny also talk about Real estate investments as a tax-efficient way to build retirement income. Cash value life insurance is also discussed as a versatile tool that can be used for various purposes, including college savings, retirement savings, and estate planning.
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