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”:
    • Income Taxable
    • Tax Deferred
    • Tax Free
  • Roth Conversions



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