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Strategies Now for Better Taxes Later
Episode 117

Strategies Now for Better Taxes Later

Mo covers challenges you could face down the road in your life if all of your investment savings are in tax deferred accounts. He looks at implementing a tax bucketing strategy to include taxable, pre-tax, and tax-free. We're all feeling inflation now b

Asset Management Group, Inc · Andrew Nida & Moise Piram

September 2, 202241m 40s

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Show Notes

Mo covers challenges you could face down the road in your life if all of your investment savings are in tax deferred accounts.  He looks at implementing a tax bucketing strategy to include taxable, pre-tax, and tax-free.  We're all feeling inflation now but in the second segment Mo offers strategic tips to combat would could be pain felt later due to rising interest rates.

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Topics

Mo PiramCloudVestorsAsset Management GroupAtlanta area financial advisorsvirtual financial advisorsfinancial planningretirement planningdiversificationtax deferred savingsrequired minimum distributionsRMDsMedicareMedicare premiums