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Financial Pizza The Advisors have taxes on their minds, specifically tax planning in retirement.
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The Advisors have taxes on their minds, specifically tax planning in retirement. We hear from Brian Quaranta explaining how a Roth conversion can help lower your taxes. Richard Pellitier talks about how a trust can be used to help minimize the tax bite. Eric Kearney says don’t procrastinate, face the tax issue head on. Parker Holland shares a case study of a 61-year-old couple and how they successfully retired and left a legacy. Gary Nolan has warmed up the ‘WayBack’ machine for a trip back to 1988.
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