Tax Strategies For Retirement

Tax Strategies For Retirement

Matt goes over two different scenarios. The first one is a couple who has all their money in IRA’s, the second scenario is when they have their money distributed between different tax buckets. You will be amazed on how much they save!

Below are a few pdf’s you can use to follow along.

IRA ONLY.PDF

TAX DIVERSIFIED.PDF

 


FOR MORE RETIREMENT INFORMATION CHECK OUT OUR PODCAST EPISODES!

[gdlr_core_button button-text=”Podcast” button-link=”https://smartmoneyquestions.com/podcasts/” button-link-target=”_blank” margin-right=”20px” ]


 

 

Do You Have A Smart Money Question?

Ask Matt your smart money question. Click here.

More From Matt:

The host: Matt Hausman – Contact – Resources – Call: 610-719-3003

 

Subscribe To The “Smart Money Questions” Podcast:

 

Share This Post

More To Explore

GOT A SMART MONEY QUESTION?

Do you have a question that we haven’t covered yet? Just leave me a message and your question just might be on my next podcast!

Why Ask A Question?

Although everyone’s situation is different, your question might help hundreds of other people who are in the same boat. Don’t be afraid of the answers, be afraid of not asking the question!

What Do You Get?

The clearest answer I can give on how to address your retirement question and links to resources that may help you.

Don't Have A Microphone?

Just fill out the form below to ask your question!

SCHEDULE A TIME TO MEET