62 with Pre-Tax Savings? Here's How to Slash Your Taxes
Retire Confidently | Anthony Saffer & Alex Okugawa
@onedegreeadvisorsAbout
Hello! We’re Anthony and Alex, CERTIFIED FINANCIAL PLANNER™ professionals, here to help you maximize your return on life. Each week we share videos on retirement, investing, and tax planning—showing how smart moves help you live better with the money you have. Case studies are based on real client plans and scenarios but simplified for teaching. At One Degree, we help clients with retirement, investing, and financial planning. Learn more or schedule a call at onedegreeadvisors.com. Disclosure: One Degree Advisors, Inc. (“One Degree Advisors”) is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training. All content is for general informational and entertainment purposes only and is not intended to provide personalized investment, tax, or legal advice. Case studies are illustrative; assumptions aren’t fully shown and shouldn’t be relied on for decisions. Please see complete disclosure information here: onedegreeadvisors.com/disclosure/
Video Description
Get your personalized retirement strategy ➡️ https://py01htti90f.typeform.com/to/MKeP6ISt Join Alex as he breaks down how to minimize taxes as you enter retirement. ☎️ FREE TAX & RETIREMENT ANALYSIS ☎️ Call us at (619) 282-3288 ✍ SHOW NOTES & RESOURCES ✍ Show Notes - https://onedegreeadvisors.com/2024/07/minimize-taxes-o…etirement-income/ What Investment Strategy Is Best for Retirement Income? - https://youtu.be/6_md8q5pDng 👉 JOIN 964+ OTHER RETIREES AND RECEIVE OUR WEEKLY RETIREMENT RECAP EMAIL + GAIN ACCESS TO OUR PRIVATE CLIENT MEMO 👈 https://onedegreeadvisors.com/blogs/ ✅ LEARN ABOUT HOW WE CAN HELP YOU THROUGH RETIREMENT ✅ https://onedegreeadvisors.com/ Twitter: https://twitter.com/onedegreetweets Facebook: https://www.facebook.com/onedegreeadvisors This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures 0:00 - Introduction 0:32 - Two unique strategies 1:49 - How do you compare? 5:45 - The tax bomb 8:00 - Optimal Roth conversion amount? 9:42 - Too much of a good thing 10:20 - The best real world solution 13:35 - Best retirement investment strategy
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