Kyle Hammerschmidt

The Smart Tax Roadmap | Retire Ready Podcast

The Smart Tax Roadmap | Retire Ready Podcast

Today, we're walking you through "The Smart Tax Roadmap" – six steps to building a tax-efficient retirement plan. Ultimately, we'll help show you how your...

Today, we're walking you through "The Smart Tax Roadmap" – six steps to building a tax-efficient retirement plan. Ultimately, we'll help show you how your different types of retirement income are taxed in different ways.Here's an overview of the steps:

  • Master provisional income

  • Categorize your money by tax impact

  • Order your income withdrawals

  • Measure your tax bracket capacity

  • Deciding "Pay Now vs Pay Later"

  • A plan for ongoing management

We hope you enjoy the show!

Watch the Preview

Today, we're walking you through "The Smart Tax Roadmap" – six steps to building a tax-efficient retirement plan. Ultimately, we'll help show you how your different types of retirement income are taxed in different ways.Here's an overview of the steps:

  • Master provisional income

  • Categorize your money by tax impact

  • Order your income withdrawals

  • Measure your tax bracket capacity

  • Deciding "Pay Now vs Pay Later"

  • A plan for ongoing management

We hope you enjoy the show!

Watch the Preview

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