• Tax This, or Not!

  • Jul 5 2024
  • Length: 51 mins
  • Podcast

Tax This, or Not!

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  • Summary

  • In this conversation, Troy Tremblay and Jackie Selby discuss various tax considerations in retirement. They cover topics such as taxable retirement income, tax implications of different types of accounts, strategies to mitigate taxes, and the benefits of Roth IRAs. They also touch on the importance of having an income plan that will last throughout retirement. The conversation provides valuable insights for individuals looking to create a tax-efficient strategy for their retirement years. In this conversation, Troy Tremblay and Jackie Selby discuss the importance of identifying and prioritizing bucket list goals in retirement. Additionally, they highlight the significance of creating memories and staying mindful of health while pursuing bucket list goals. The conversation concludes with a discussion on retirement savings and the importance of diversification and estate planning.

    Reach out to Troy Trembley and the team at Tremblay Financial Services by calling 888-607-2677 or https://www.tremblayfinancial.com/

    See omnystudio.com/listener for privacy information.
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