We are proud to announce that Brad Gotto was a guest speaker on a SimplyAdvised podcast! The podcast brings together a community of leading professional advisors to educate and inform people on important financial topics. Brad is entertaining and an expert in his field and this podcast is the shortened version of our very popular workshop on taxes in retirement.
Give it a listen if you are at or near retirement…you will be glad you did!
If you would like to schedule a free consultation with one of our advisors, click HERE.
If you would like to watch the Taxes In Retirement workshop, click HERE.
The IRA Exit Strategy BluePrint – with Brad Gotto
It’s time to take a closer look at your retirement account.
In this SimplyAdvised episode we meet with Brad Gotto, an RICP advisor and one of the founding partners at Fiat Wealth Management. Brad walks us through a unique strategy to exit your IRA’s and discusses the concerns people have with taxes in retirement.
In this episode, you will learn:
- How the Tax Cuts and Jobs Act of 2017 applies to you
- How your deferred investments can become part of what we call the widow/widower tax
- What the three tax buckets are
- What tools are used for tax control and how they can help you
- And more!
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