In this episode of the Taylored Tax Show, Terrence Taylor and Big Al Darnell Jr. kick off a new series on taxes and retirement planning. This episode focuses on qualified retirement plans, exploring various options and their tax advantages. Utilizing insights from Tax Strategies GPT, they discuss a ranked list of nine retirement plans, starting with the most tax-advantaged. Tune in as they dissect the levels of retirement planning and provide actionable strategies for high-net-worth taxpayers to legally minimize their tax burden. Join them for an informative and engaging discussion designed to help you navigate the complexities of tax-efficient retirement saving."The tax code is so verbose... the two main things that you need to make sure that you understand is number one, what's the purpose? What's your goal in retirement?" Highlights:[00:01:07] Taxes and retirement planning levels.[00:05:25] Solo 401k for self-employed individuals.[00:08:39] Health savings account benefits.[00:14:27] 401K and 403B plans.[00:18:27] Taxable brokerage accounts explained.[00:22:27] Tax-advantaged retirement accounts. Follow Terrence and Big AlWebsiteLinkedInApple PodcastSpotifyYoutube
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