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How to Create a Tax Diversified Retirement
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Sam Rodriguez CFP® & Conor Shepard talk about how to create a tax-diversified retirement & the differences with a tax-free retirement. They discuss:
- What "tax diversification" means and how it can play a positive role in retirement
- The different types of accounts used to diversify and how they're taxed differently
- What benefits can come from a tax-diversified retirement vs a tax-free retirement
Watch here: https://youtu.be/A0mdjNbmazY
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cshepard@foundationwealthpartners.com
Securities offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.
To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision
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