Top 10 Strategies to Minimize Taxes in Retirement

#RetirementPlanning #FinancialFreedom #taxfreeretirement #WealthManagement #FinancialEducation In this video, Scott discusses the top 10 strategies for minimizing taxes during retirement. Tax planning is a crucial aspect of retirement planning, and understanding these strategies can help you keep more money in your pocket!

00:43 - Qualified Longevity Annuity Contract
02:00 - Borrowing from Permanent Life Insurance
02:38 - Strategic Charitable Donations
03:46 - Utilizing Tax Advantaged Health Care Accounts
04:49 - Strategic Gifting of Highly Appreciated Assets
06:32 - Deferring Taxes with Annuities
08:02 - Strategic Withdrawal to Remain in a Lower Tax Bracket
10:15 - Qualified Dividends and Long-Term Capital Gains
11:40 - Managing Year End Gains and Losses
12:53 - Roth Conversions

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January - Understanding Annuities
February - Tax Efficiency in Retirement
March - Using ROTH!! Properly
April - Today's World of Safe Investing
May - Producing Income in Retirement
June - Paying for Long Term Retirement
July - Financial Planning for Volatile Markets
August - How Investing Changes in Retirement
September - Essential Estate Planning
October - Finding Unbiased Financial Advice
November - Understanding Required Minimum Distributions
December - Positioning Yourself to Thrive in Retirement
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the SECOND THURSDAY of every month at Scottsdale Mustang Library
the THIRD WEDNESDAY of every month at 4 pm PST via ZOOM and
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