))
Maximizing Retirement Savings: Debunking the 4% Rule & Tax Strategies like Jeff Bezos
Manage episode 407747805 series 3561334
Contenido proporcionado por Kevin Madden. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kevin Madden o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In today's episode, Kevin dissects the infamous 4% rule and its applicability to diverse financial situations. While the rule provides a framework, Kevin emphasizes the need for personalized strategies tailored to individual circumstances, considering market dynamics and investment aggressiveness.
Moreover, we explore the recent buzz surrounding Jeff Bezos' relocation to Florida for tax advantages, unraveling the complexities of tax planning for retirees. Discover how strategic tax maneuvers can safeguard your wealth and maximize legacy potential, shedding light on conversions, estate planning, and more.
Want to meet with Kevin and discuss your income and tax future in retirement? CLICK HERE NOW !
See omnystudio.com/listener for privacy information.
115 episodios
Compartir
