Ditch the Suits - Start Getting More From Your Money & Life

Retirement Income Planning - Setting Yourself Up For Success

June 03, 2022 Steve Campbell & Travis Maus Season 3 Episode 35
Ditch the Suits - Start Getting More From Your Money & Life
Retirement Income Planning - Setting Yourself Up For Success
Show Notes

We want to help you set yourself up for success when managing your taxes in this episode. But when we refer to managing taxes, we are not referring to just this year, but rather over your entire lifetime!

The goal should not be a 0% tax bracket - that's just a trap.

Where should it come from first if you need to draw money from your investment accounts? We break down three popular types of accounts and their taxable structures - tax-deferred, tax-free, and taxed as you go.

Which is right for you? Listen to learn!

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Looking for additional content that can help you get the most from your life? Check out Unleashing Leadership with Travis Maus, premium bonus content from Ditch the Suits Fans, at https://unleashingleadership.buzzsprout.com/

Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

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