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Retire With Integrity Podcast with Brian Bowen

Oct 31, 2019

Taxes hugely influence how much of your money you get to keep. Without a proper strategy in place, are you making any of these major tax mistakes?


Show Notes:


Today's Rundown: 

0:15 - How can you make the most of your life savings and keep more of your money?

0:54 - Many CPAs don’t have time to plan and project taxes in retirement.

2:34 - Tax mistake: Not planning for Social Security taxation.

2:55 - Tax mistake: Forgetting about IRAs and orphaned accounts.

4:57 - Tax mistake: Ignoring taxes in retirement.

6:24 - Tax mistake: No strategy to minimize taxes. 

8:04 - Tax mistake: Taking money from retirement accounts in the wrong order.

8:32 - Brian shares a story about someone who was sold a variable annuity but didn’t need it.