Ep 34: Case Study: Tax-Smart Distribution Planning

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
19/12/2019 43 min Episodio 34
Ep 34: Case Study: Tax-Smart Distribution Planning

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Episode Synopsis

Things in life and planning aren't necessarily cut and dry. You may take several paths to reach your destination. But which one may be best? Listen to Kevin discuss a retirement situation where several strategic paths existing and how he and his team came to the preferred path in creating an integrated, tax-smart distribution plan.
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True Wealth Design Website: http://www.truewealthdesign.com/
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