Ready For Retirement 3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)
In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss the 5 mistakes to make sure you avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part two of a three-part series.
- Ari is the host of the Early Retirement podcast available here.
- Ari is also on YouTube here.
- Create your customized early retirement strategy with Ari here.
Episode Summary:
- How can you create tax-free income most effectively in retirement
- Common tax mistakes people leave on the table which could save tens of thousands of dollars (or hundreds of thousands)
- How to improve your overall early retirement strategy
Timestamps:
00:00 - Introduction
1:20 - Life over Money
3:03 - Legacy Goals
5:31 - Examples Examples Examples!
8:35 - Never Pay Taxes Again
10:52 - Standard Deduction v. Itemized Deduction
14:28 - Brokerage Account
19:17 - AAPL Stock Example
22:15- MASTER Tax Tip!
25:01 - Working With Us
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