The Secret Power of Investment Location

Could you be paying more in taxes than necessary without even realizing it? 🤔 In this eye-opening video, we dive into a little-known yet crucial strategy that can save you thousands in retirement taxes. Hint...it's not just about how much you save, but also where you save it!

🔍 What You'll Discover:

📌The Hidden Key to Tax Savings: Learn about the often-overlooked concept of 'investment location' and how it differs from your investment allocation. It's more than just stocks and bonds; it's about where those assets are held.

📌Real-Life Comparison: We take you through a compelling case study of two retired couples with identical investments and incomes, but a staggering $7,500 annual difference in taxes. Find out how and why!

📌Strategic Account Placement: Understand the tax implications of different types of accounts, including pretax IRAs, Roth IRAs, and joint accounts. Discover how the right placement can significantly reduce your tax bills.

📌Scenario Analysis: We don't just tell; we show! Watch as we compare three different investment location scenarios and their long-term tax impacts. The results? Surprising, enlightening, and financially transformative.

📌Tailored Strategies for Everyone: Whether you're nearing retirement or already there, these insights are tailored to help you make smarter decisions for a more prosperous retirement.

📌Special Considerations: Learn why this one-size-fits-all strategy might not suit everyone and discover the exceptions where different approaches are warranted.

🚀 Take Control of Your Retirement Savings 🚀

🔬Want my firm to give you a second opinion on your retirement savings? Get in touch here https://www.carrolladvisory.com/contact/

🔥🔥 Get the Ultimate Social Security Cheat Sheet! It takes the essential information from the 100,000 page Social Security website and condenses it down to just one page! 🔥🔥

📍We can show you how to retire with confidence! 📍In our Retirement Roadmap plan, we can help make your retirement savings last longer and reduce your taxes by coordinating your Social Security filing strategy, retirement account withdrawals, and Roth conversions. 📞Schedule your call and see if this plan is a fit for you. https://www.devincarroll.com/roadmap

🎤 If you're preparing for retirement or already enjoying it, you'll definitely want to catch my podcast, Big Picture Retirement. Your retirement's success hinges on seeing the "big picture" and tying together your legal, tax, and financial strategies. On the show, we dive deep to offer insights on effective planning, and I'm joined by my co-hosts - attorney John Ross and yours truly, financial planner Devin Carroll. https://www.bigpictureretirement.com/

➡️ Want to hire Devin and his team? -- https://www.carrolladvisory.com

Don’t miss my free online workshop, “How to Choose the RIGHT Age to File for Social Security.” In this workshop you’ll learn:
✔The Most Important Factors to Consider BEFORE You File for Benefits
✔How to Coordinate Your Social Security Filing Decision with Your Other Assets & Income for a Tax Efficient Distribution Strategy
✔Why This Is The Biggest Decision of Your Retirement

Access the workshop today at this link
https://www.devincarroll.com/SSessent...

➡️ Get a copy of my best-selling book, Social Security Basics, here -- https://amzn.to/2twsABZ

➡️ Social Security Questions? Join my FREE Facebook Group!   / 428684237572614  

📜 HEAR YE HEAR YE: Some of my videos contain links to third party products, apps, and services. If you click through, I may receive a small referral fee to my media company (Carroll Media Properties) through their referral program. Rest assured, I only recommend products or services that I believe will be helpful and informative to my audience.

⭐⚠️⭐Please read this⭐⚠️⭐

⚠️I am not an attorney, SSDI advocate, or affiliated with the Social Security Administration or any other entity of the US Federal Government. I am a practicing financial planner, but I’m not YOUR financial planner and since I don’t really know you, I can’t give you advice. So please don’t take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors. 🙇🙇🙇🙇🙇
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