Retirement Tax Planning (EP. 59)

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Recorded17 Sep 2019

Publisherfalconwealthadvisors.libsyn.com ↗

Handlerec:11711782

Show notes

In episode 59 of "Upticks" Jake and Matt take a deep dive into retirement tax planning. Tune in as Jake and Matt discuss Matt's most recent blog series about relocating and the taxes involved. Matt's blogs cover property tax planning, income taxes, and much more! Jake and Matt also discuss the idea of using Roth IRAs as a barbell strategy to help with tax planning.

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