Retirement Answers

Tax Diversification

Apr 4, 2023 · 7 min · Episode 15 · 7.5 MB
0:00-7:47

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We know how important it is to be diversified in our investments... But are you aware of how important it is to be tax-diversified for retirement?

By having tax diversification, you can create flexibility before and during retirement as you can choose where you pull income from. Also, being tax-diversified can lower your tax bill throughout retirement.

Enjoy the show!