#financial education #retirement tax planning

Are you planning for retirement?

Do you have most of your retirement savings in Traditional IRA’s or 401k plans?

You could be sitting on a huge tax liability bill!

In this video I outline a tax strategy for retirement. (one of my 7 core elements of retirement planning)

In this video you will learn…
** How the Tax Cuts and Jobs Act of 2018 presents a unique planning opportunity for retirees.
** How to coordinate your Social Security strategy into your tax plan for retirement.
** The 3 primary retirement tax buckets and how to balance your investments in each.
** What happens to your taxes if you or your spouse dies.
** How your taxes can cause higher medicare costs.
** Impact of Required Minimum Distributions on your taxes.

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retirement planning can seem overwhelming, and it’s hard to know where to start.

I am passionate about retirement planning and financial Education!

Here are a few ways that we might be able to help;
1. Watch our free educational videos here on our YouTube Channel

2. Like the Money Evolution Facebook Page. Additional investment and retirement planning content, including Live Stream Market, updates not on the YouTube Channel.

3. The Retirement Time Machine online course! Over 13 hours of instructional video and dozens of forms and worksheets to help you learn How to Optimize Your Financial Resources and Create a More Confident Plan For Your Retirement! Get more information or enroll now here;

4. Our WealthVision Comprehensive Financial Plan:
Thank you for watching! Please subscribe to our channel if you like the content.

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