In the KnowThe importance of tax strategy in retirement planning, focusing on tax brackets, tax arbitrage, and managing surviving spouse risks.
Craig and David discuss the importance of tax strategy in retirement planning, focusing on tax brackets, tax arbitrage, and managing surviving spouse risks to maximize retirement income and minimize taxes.
In 1 playlist(s)
In the Know
In the Know Podcast from Craig Bolanos, Founding Partner at VestGen Wealth PartnersSocial links
Follow podcast
Recent clips
The importance of a living, breathing financial plan that adapts to changing circumstances.
46:54
Maximizing tax brackets, tax-efficient portfolio rebalancing, and the benefits of custom direct indexing to enhance after-tax returns.
46:57
The importance of private markets in diversifying investment portfolios, especially in the context of rising interest rates, inflation, and market correlations.
46:52