The IRS will always take its share — unless you plan smarter.
💡 In this episode of The Lord and Richards Show, CEO Colin Richards and Dylan Schoonover reveal how high savers can legally reduce lifetime taxes and protect their wealth through strategic Roth conversions, smart timing, and charitable planning.
We cover:
• The 3 tax buckets: taxable, tax-deferred, and tax-free
• Why many retirees never drop tax brackets (and how to fix it)
• How to use Roth conversions before RMDs hit
• The “tax time bomb” and how to protect your heirs
• Donor-advised funds and other charitable strategies
• State tax moves and estate planning essentials
🎧 Tune in to learn how to move your money from forever taxed to never taxed again — and create a plan that keeps more of your income where it belongs: with you.
Learn more: https://lordandrichards.com/
Call for your complimentary Retirement Freedom Review: 720-372-0400
Investment Advisory Services offered through Lord and Richards Wealth Management, LLC, a Registered Investment Adviser
