Mason Street Retirement InsightsMason Street Retirement Insights
Clean

How One Strategy Can Change Your Lifetime Tax Bill

View descriptionShare

Mason Street Retirement Insights

Wherever you are on your road to retirement, now Mason Street Wealth Management can come with you! Mason Street Retirement Insights is a convenient ne 
35 clip(s)
Loading playlist

What if one overlooked decision could shape your entire retirement tax picture? In this episode, Sean Mason breaks down why tax planning—not just tax filing—can dramatically impact how much you keep over a lifetime. He explores the new $6,000 senior deduction, the power of tax diversification, and how shifting from reactive to proactive planning helps retirees control their tax brackets and protect their legacy.

Schedule your complimentary retirement plan discussion with the Mason Street Wealth Management team at 559-892-0002 or go to MasonStreetWealthManagement.com.

Tune into Sean on News Talk 580 and 105.9 KMJ Saturday at 3pm.

Sean is also teaching a Retirement Planning Class at CSU Fresno that is open to the public. Go to the events page to learn more and call the office, if you want to attend. https://masonstreetwealthmanagement.com/events/seminars/

Facebook: https://www.facebook.com/masonstreetwealthmanagement

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

Mason Street Retirement Insights

Wherever you are on your road to retirement, now Mason Street Wealth Management can come with you! M 
Social links
Follow podcast
Recent clips
Browse 35 clip(s)