Retirement Planning

How Typical Sources of Retirement Income Get Taxed [Video]

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How Typical Sources of Retirement Income Get Taxed

As you tally up what your income in retirement may look like (or already is), don’t forget to account for taxes. This video discusses how some of your primary sources of retirement income gets taxed and 5 strategies to help reduce those taxes and keep more of your income with you vs. going to the IRS


In the video, I cover how much typical sources of retirement income get taxed.
-Tax on social security benefits
-Tax on pension benefits
-Tax on rental income
-Tax on retirement savings
-Tax-free income in retirement
-Tax on Annuities
-Tax on municipal bonds

At the end of the video I review 5 strategies to reduce your taxes which can help increase your retirement income.
1. Tax Diversification
2. Tax-Efficient Funds
3. Contribute to an HSA
4. Roth Conversions
5. Timing


Retirement Planning

Social Security BOOST!! Fourth 4th Stimulus Check Update | Retirement Increase SSI SSDI SSA PUA VA [Video]

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Retirement Planning

A Little-Known Back Door Trick for Boosting Your Roth Contributions [Video]

An additional after-tax contribution to your 401(k)now allowed in the plans of many large employers can grow tax free if its moved to a Roth account.

Retirement Planning

Accessing money from your investment account is going to be important to pay for your expenses during early retirement. But if you withdraw from your largest accounts like a 401k, 403b, or IRA before retirement age then you'll pay an early withdrawal penalty.The good news is that there's a Roth IRA hack called the Roth Conversion Ladder. With this investment strategy, you're able to access money from those 3 retirement accounts before retirement age without incurring any penalties.In this video, we’ll go through what a Roth Conversion Is, How it plays into a Roth Conversion Ladder, How you can benefit from it by potentially saving thousands of dollars, I’ll walk you through step by step what to do, then I’ll give you a real life example so you can see it in action.To pay for an early retirement you're most likely going to need to start withdrawing money from your largest investment accounts. Get on the private Financial Independence Community waiting list here: Out My Recommendations (It helps support the channel):💰 M1 FINANCE - Invest In Fractional Shares For Free (where I invest my Roth IRA)🏠 FUNDRISE - Start Investing In Real Estate The Easy Way! (I have money invested here)💎 WEBULL - Free Stock Investing Platform (Get 3 FREE stocks worth up to $1600 when you deposit $100 upon opening your account)💵 ROBINHOOD - Free Investing Platform (FREE stock worth up to $200 when you open an account and fund it)💡 Get your free investing app guide here: Disclaimer: Some of the above may affiliate links. Support the channel by signing up or purchasing through those links at no additional cost to you. I appreciate you for helping me keep this channel runningDisclaimer: This video is for educational purposes only. Please take all of my suggestions/recommendations and do your own research before making any decisions with your money. Contact a professional before trying anything that I talk about. I know you're smart and you'll use that big brain of yours :)#RothConversion

Retirement Planning

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