One of the constants in American life is taxes. In this episode, Ed Bao discusses the role of taxes in eroding wealth and explains the importance of tax planning in retirement. He cautions against relying solely on qualified accounts and deferring taxes, as this strategy may not always result in a lower tax bracket in retirement. Ed talks about the importance of considering a balanced approach to tax planning and to seek advice from professionals.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!
One of the constants in American life is taxes. In this episode, Ed Bao discusses the role of taxes in eroding wealth and explains the importance of tax planning in retirement. He cautions against relying solely on qualified accounts and deferring taxes, as this strategy may not always result in a lower tax bracket in retirement. Ed talks about the importance of considering a balanced approach to tax planning and to seek advice from professionals.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!