Hellow guys, Welcome to my website, and you are watching Long Term Capital Gain Strategies Inside the Social Security Tax Torpedo. and this vIdeo is uploaded by Safeguard Wealth Management at 2022-02-16T12:45:01-08:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | Long Term Capital Gain Strategies Inside the Social Security Tax Torpedo |
| Video Uploader | Video From Safeguard Wealth Management |
| Upload Date | This Video Uploaded At 16-02-2022 20:45:01 |
| Video Discription | Do you have a tax-efficient retirement income strategy that maximizes Social Security? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. In our trainings around the Social Security Tax Torpedo, we've discussed that IRA and pensions can have in forcing you into some very high marginal brackets. But in retirement, we often have choices regarding the optimal place to pull our income from. A fully taxable withdrawal, such as an IRA withdrawal, is just one of the three buckets you can ultimately pull from. Pulling a long term capital gain from your taxable account translates to an entirely different tax consequence. In some ways, this is good! We'll discuss how entering the Tax Torpedo zones with Capital Gains vs. IRA withdrawals is much more forgiving from a tax rate standpoint. However, lower taxes today have to be weighed with our future tax liability as well. This can lead to a layered decision-making process. #SocialSecurity #TaxTorpedo #RetirementIncomePlanning - - - - - - - - - - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan" 🍿 Subscribe to our channel: https://www.youtube.com/channel/UCVMA... 🏆 Join our 'Retirement Mastery' Facebook Group: https://bit.ly/retirement-mastery-group 📈 Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact 📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generation-Financial-Investing/dp/B08H6TCMFN Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduciary |
| Category | Education |
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