In this episode of the Horizon Wealth Retirement Podcast, Dan discusses essential tax strategies for retirement planning, focusing on tax deferral and tax mitigation. He explores the differences between these strategies, common mistakes individuals make, effective approaches for both individuals and business owners, and share a success story that illustrates the impact of strategic tax planning. The conversation emphasizes the importance of education and personalized guidance in navigating tax strategies for a secure financial future.

Get your FREE Tax Analysis TODAY! 

In this episode of the Horizon Wealth Retirement Podcast, Dan discusses essential tax strategies for retirement planning, focusing on tax deferral and tax mitigation. He explores the differences between these strategies, common mistakes individuals make, effective approaches for both individuals and business owners, and share a success story that illustrates the impact of strategic tax planning. The conversation emphasizes the importance of education and personalized guidance in navigating tax strategies for a secure financial future.
<a href="https://myhorizonwealth.com/contact-us/">Get your FREE Tax Analysis TODAY!&nbsp;</a>

Are you looking for a way to not only preserve your investments and savings, but also grow your wealth? Subscribe to the Horizon Wealth Retirement Show and learn more about important cornerstones that consider your unique financial situation and provide information and processes aimed at helping you continue your journey. Each week, Horizon Wealth founder and Chief Wealth Advisor Dan Blair sheds light on the many aspects of the financial world and provides real-time insight and knowledge that could guide you in your personal strategies. From speaking on tax deferment, to structuring retirement income, adapting to market changes, and legacy planning, the Horizon Wealth Retirement Show aims to help listeners realize their potential for growth.

For a list of disclosures, please visithttps://myhorizonwealth.com/

Are you looking for a way to not only preserve your investments and savings, but also grow your wealth? Subscribe to the Horizon Wealth Retirement Show and learn more about important cornerstones that consider your unique financial situation and provide information and processes aimed at helping you continue your journey. Each week, Horizon Wealth founder and Chief Wealth Advisor Dan Blair sheds light on the many aspects of the financial world and provides real-time insight and knowledge that could guide you in your personal strategies. From speaking on tax deferment, to structuring retirement income, adapting to market changes, and legacy planning, the Horizon Wealth Retirement Show aims to help listeners realize their potential for growth.
For a list of disclosures, please visit <a href="https://myhorizonwealth.com/">https://myhorizonwealth.com/</a>