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Episode 19: How Will Taxes Impact Your Investments

August 24, 2021

Being a smart investor is important to creating your wealth in preparation for retirement. However, not enough people discuss the huge impact that taxes have on your earnings upon entering retirement and withdrawing your hard-earned investments.

Here are just a handful of the things that we'll discuss:

  1. Know the types of accounts you have and how they will be taxed.
  2. Work with a holistic financial planner to look at all aspects of your plan.
  3. Take steps now to minimize taxes in retirement.

 

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