Proactive Tax Strategies

In this podcast, Paul and Garrett discuss the importance of considering taxes when saving for retirement. They provide insights on how to prepare for the future by saving in the right tax bucket, not only from an investment standpoint, but also from a tax perspective.

The hosts explain the benefits of having multiple buckets to pull income from during retirement, including tax-deferred, tax-free, and taxable dollars. This approach provides flexibility and can help smooth out the tax situation.

Paul and Garrett also discuss the importance of being proactive in tax strategies and saving, even if you don't necessarily need the deductions or plan to save for the long term. By doing the legwork now, individuals can be better prepared for future tax situations and have more optionality.

• The importance of considering taxes when saving for retirement
• Benefits of having multiple buckets to pull income from during retirement
• The importance of being proactive in tax strategies and saving
• How to prepare for future tax situations and have more optionality

Connect with Ascend Investment Partners:

• Ascend Investment Partners
• Book An Appointment
• LinkedIn: Garrett Smith
• LinkedIn: Paul Norman
• YouTube

Thanks for tuning in. Questions about today's episode let us know.

https://ascendinvestment.com/

(801) 476 - 1200