Secret weapon how to promote your YouTube channel
Get Free YouTube Subscribers, Views and Likes

3 Ways To Create Tax-Free Income in Retirement

Follow
James Conole, CFP®

In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss the 5 mistakes to make sure you avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part two of a threepart series.

Ari's Early Retirement podcast: https://lnk.to/earlyretirement
Ari's YouTube (Early Retirement):    / @earlyretirementari  
Work with Ari here: https://vwo3759x8i7.typeform.com/earl...
Get started today → https://www.rootfinancialpartners.com/

Episode Summary:
How can you create taxfree income most effectively in retirement
Common tax mistakes people leave on the table which could save tens of thousands of dollars (or hundreds of thousands)
How to improve your overall early retirement strategy

Timestamps:
00:00 Introduction
1:20 Life over Money
3:03 Legacy Goals
5:31 Examples Examples Examples!
8:35 Never Pay Taxes Again
10:52 Standard Deduction v. Itemized Deduction
14:28 Brokerage Account
19:17 AAPL Stock Example
22:15 MASTER Tax Tip!
25:01 Working With Us

Subscribe to be notified for future videos:    / @rootfp  

_ _

For more resources and content, check us out below!

Website // https://rootfinancialpartners.com/
Podcast // http://readyforretirement.co/
Instagram //   / rootfinancialpartners  
Facebook //   / rootfinancialpartners  
LinkedIn //   / 18347030  

Other videos we think you'll like:

About Root:    • Financial advisors with heart.  

Worried about retirement? Start here:    • Worried About Retirement..Start With ...  

posted by uosti44