Today we're going to dive into the intricacies of tax planning for small business owners facing a major transition: the sale of their business. This episode is particularly relevant for those in the midst of a liquidation event, where understanding the tax implications can make a significant difference in financial outcomes.
Here's what we discuss in this episode:
0:00 – Intro
1:40 – Retirement savings
3:50 – Year 1 strategies
7:14 – Strategies after year 1
12:12 – Social Security strategies
14:19 – Next step
Get access to all of our free guides on Social Security, RMDs, Investing, and more: https://www.bowmanfinancialstrategies.com/resources#Guides
Watch all of our educational videos on YouTube: https://bit.ly/3XcNgZE
Book at 20 minute introductory phone call with Erik: https://calendly.com/bfs-2019/web-inquiry-phone-call-with-erik-bowman?month=2024-09
Other ways to get in touch:
Phone: (303) 222-8034
Our website: https://www.bowmanfinancialstrategies.com/
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