On this episode of the Retirement Matters Podcast, we discuss practical tools and strategies that can help reduce your retirement tax bill.
Whether you're nearing retirement or already in the income phase, understanding how to use these tools effectively can make a significant difference in your long-term financial plan.We explore the importance of tax planning as part of your overall retirement strategy and explain how proper use of accounts like IRAs and 401(k)s can improve your tax efficiency.
Every retiree's situation is unique, so it's important to work with a qualified advisor to create a personalized plan that fits your needs. Our team at RDS Wealth is here to help you retire the way you have always imagined!
Give our team a call at 270.600.PLAN or schedule a time that works best for you here: https://rdsmotherswealth.com/contact/
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DISCLOSURE: R.D. Smothers Wealth Management is a state-registered investment adviser under the laws of the Commonwealth of Kentucky. Registration as an investment adviser does not imply any level of skill or training. Insurance products and services are offered and sold through RDS Insurance Group. R.D. Smothers Wealth Management and RDS Insurance Group are affiliated but separate entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
