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| Name | How to Control Your Taxes in Retirement - S3 | E8 |
| Video Uploader | Video From Your Money, Your Wealth |
| Upload Date | This Video Uploaded At 05-06-2016 15:00:00 |
| Video Discription | Taxes will be one of your biggest enemies in retirement. Are you ready to face them head on? This episode focuses on how to potentially reduce your tax liability by implementing smart strategies and taking advantage of tax-free growth in your retirement accounts. Learn more about Roth IRAs, 401(k)s, the Section 121 Exclusion and much more. Don't let taxes eat away at your savings - follow along as Joe and Al break it down & make sure to subscribe for new videos every week. 0:57 “Taxes will take way more from you than probably any other expense in retirement. You have to have a forward-looking tax strategy” 3:32 “If you pay the least amount of tax in your overall income strategy, you can take significantly less risk” 5:28 “Here’s the rule if you had a rental and you’re converting it to a residence – you have to prorate your rental use, and as a result you don’t necessarily get all of the exclusion” 9:25 “If I sell my principal residence at a loss, I can deduct that loss on my tax return – the answer to that is false” 11:42 “I think it’s likely that they’ll (IRS) limit our ability to put money in a Roth, but as far as what’s in a Roth, I feel confident that it will stay tax-free” 16:27 “You can maneuver your taxes in such a way that you could avoid capital gains tax altogether” 17:25 “There’s another way to pay no taxes on your capital gains, and that’s with something called tax loss harvesting” 19:06 “Two things to consider when you look at a [Roth] conversion or the 401(k) contribution: there’s no AGI limitation; you can make as much as much as you want…there is no income limitation” 22:16 “The strategy is to have money in all three pools then figure out how much to pull out of each one. That’s how you get tax-efficient income in retirement” 24:07 “Roth IRA money is not ‘fun’ money; it is for your retirement that will grow tax-free!” Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with an experienced financial professional: http://bit.ly/PureAssessment Office locations: https://bit.ly/PureLocations Ask Joe & Big Al On Air: https://bit.ly/AskJoeAndBigAl Subscribe to our YouTube channel: https://bit.ly/YMYW-YT Subscribe to the Your Money, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=y IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthTV |
| Category | Education |
| Tags | pure financial | pure financial advisors | your money your wealth | alan clopine | financial planning san diego | orange county | los angeles | cfp | taxes | taxes in retirement | tax planning | how much taxes in retirement | how to reduce taxes | reduce taxes in retirement | why do i pay taxes |
