Episode 11: Step 3 – Tax Planning
Feb 11, 2022
This week, Dave & Brandon discuss one of the most underserved areas in financial planning and Step 3 of the Alpha Plan Process: Tax Planning. Throughout this episode, they touch on tax diversification strategies that can help avoid overpaying on taxes in retirement.
Here are just a handful of the things that we'll discuss:
- Tax Cuts & Job Act Upcoming Expiration
- Micro & Macro views of Taxation: looking in the past vs. looking in the future
- Tax Diversification Planning and understanding the IRS’s “bucket structure”:
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- Income Taxable
- Tax Deferred
- Tax Free
- Roth Conversions
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Get your complimentary copy of Take Charge of Your Taxes
