The Retirement Chef

Tax Traps to Avoid in Retirement

Brian

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 12:34


In this conversation, Brian Butler, CEO and Senior Wealth Advisor at Wealth Standard Financial, discusses essential strategies for retirement planning, focusing on new tax rules, real estate sales, and the benefits of Roth accounts. He emphasizes the importance of timing in tax planning, the need for a capital gains strategy, and the advantages of tax-free income through Roth accounts. The discussion also covers the three buckets of retirement planning: taxable, tax-deferred, and tax-free accounts, highlighting the significance of having a balanced approach to managing these assets for a successful retirement.