Ep 3: Long-Term Benefits of Tax Planning

Candid Conversations: Retirement Talk with Ryan Cravitz

Tax planning is another core piece of a comprehensive retirement plan so let’s focus in on this area. People often confuse this topic with tax filing, but when we say tax planning we’re talking about what we can do in order to increase our after-tax, spendable income. Making the right decisions with your investments today can help you keep more of your money down the road in retirement.

Here’s some of what you’ll learn on the podcast:

· The difference between tax filing and tax planning. (1:19)

· Why you shouldn’t assume that taxes will automatically be less in retirement. (2:40)

· Strategies you can use to improve your tax situation down the road. (5:50)

· Tax planning tools to have more control over your money when you’re gone. (7:18)

· A story about a tax planning strategy we’ve used with clients in the past to make a big difference. (9:39)

CONNECT:

If you have any questions, you can contact us online here: https://cravitzfinancial.com/
Email: [e-mail]
Call: 714-462-9155
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.