What You Can Do With Asset Allocation to Lessen Crippling Taxes and Have More Money in Retirement

Troy responds to a comment: What asset placement strategy do you recommend for tax-infested IRA and 401k Accounts? How can you slow the growth of the future tax liability in retirement? If these are questions you’ve asked yourself, you won’t want to miss Troy as he goes over a few key considerations that could potentially change the game and help you allocate your retirement assets in a way that can require less of your hard-earned money to go to Uncle Sam and to put more in your pocket over the course of retirement.
Thanks to @investingwithhumorbyboglen4387 for the great question!
00:31 Bognlenaut's Question
01:17 Setting the Stage: Tax-Infested Retirement Accounts
02:38 The Potential Consequences of Planning Retirement Out of Order
04:38 Planning for Potential Future Changes in Tax Code
05:40 Finding Opportunities in Recession
07:25 Factoring Age and Life Expectancy in when Planning for Retirement
09:12 Giving to Charity in Retirement
Retirement Success Plan Steps mentioned in the video:
Step 1: Allocation - • Step 1 of Retirement S...
Step 2: Income Planning - • Step 2 of Retirement S...
Step 3: Tax Planning - • Step 3 of Retirement S...
Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at [phone] or fill out this form for a free consultation: click2retire.c...
Disclaimer:
This video discusses fixed-income investing and utilizes the 10-year U.S. treasury as a general representative fixed-income investment. Conclusions reached, opinions stated, and downside risks and potential returns presented should not be construed as applying to other types of bonds or fixed-income assets. Other types of fixed-income products carry different levels of risk and return potential and should be evaluated as an element of a diversified portfolio with your specific risk tolerance, investment objectives, and timeline in mind. Nothing in this video is investment advice, an investment recommendation, or an offer to buy or sell any security. Investing involves risk.
#retirementplanning #retirementincomeplanning #rothira #rothconversions #retirementtaxplanning #retirementincome #retirement #investmentstrategies

[@lauriekline8655]

The cart before the horse not the cart before the wagon. Lol

[@OakHarvestFinancialGroup]

Good catch, @lauriekline8655! I realized it and thought it was too funny to take down - what happened to the horse? 😂 Hope you enjoyed the rest of the video, and of course, if you need help building a retirement plan, we're here to help! Schedule your complimentary visit by clicking here: click2retire.com/asset-allocation

[@Markazoid6041]

I thought that was funny

[@kamroc1]

I’m converting my most volatile assets into my Roth first. Growth tax free is the plan.

[@OakHarvestFinancialGroup]

Thanks for watching and weighing in, @kamroc1! If you want to discuss this further click click2retire.com/asset-allocation and request a free appointment.

[@jefflloyd394]

Is called asset location. Need to also add hsa and taxable brokerage accounts for full effect, can you explain that?

[@davidnovotny9956]

I've just recently been watching and appreciating the videos that Troy puts out, although I could do without the annoying sound effects as the text boxes slide onto the screen...

[@OakHarvestFinancialGroup]

Hi David! We're so glad you've been enjoying our videos! Thank you for the feedback on the sound effects - we'll keep that in mind.

[@JM-gk1kp]

Hi roy, what does your firm charge ? $% based of flat fee based of Portfolio value? Thenk your the great details on your videos!

[@JM-gk1kp]

Meant Troy!

[@kenweiss8565]

I live in Alaska on night shifts so working a time to call is really a pain. Do you folks have good understanding of military and civil service retirements TSP and retirement anuity payments and how they are different from regular retirement? Thanks

[@blairmarkus3416]

No audio?

[@daveschmarder-1950]

The audio is good. Perhaps your audio was muted. Look for the X next to the volume slider at the bottom of the video.