))
#026 (Part 2) Taxable, Tax-Deferred & Tax Free - Knowing The Difference Will Save You Roughly $2.7M In Taxes
Manage episode 432458975 series 3474065
A tartalmat a Saad Nadeem biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Saad Nadeem vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
(Part 2) Taxable, Tax-Deferred & Tax Free - Knowing The Difference Will Save You Roughly $2.7M In Taxes
The Rich Fulfilling Life Show
Episode 26
Description:
In the second part of this enlightening series, Saad Nadeem and Usman Jamal take a deep dive into the tax-free bucket and its pivotal role in your financial strategy. Learn how to achieve the optimal balance between taxable, tax-deferred, and tax-free buckets to ensure a tax-efficient retirement. They also discuss the importance of selecting the right financial advisor to guide you through this intricate process. Discover how proper planning can help you save $2.7 million in unnecessary taxes over your lifetime. Don't miss this crucial episode for internationally trained physicians aiming for a secure and prosperous retirement.
Time Stamps
1:15 - Bucket #1 Lowdown on TFSAs
4:35 – Bucket #2 Insurance wrappers
10:55 – Bringing it all together
13:45 – Choosing the right type of advisor for the task
21:05 – How to build a tax-free retirement
30 epizódok
Megosztás
