The conversation discusses what is and what isn't taxed in retirement and provides suggestions on creating a tax-efficient strategy. The chapters cover topics such as taxable retirement income, taxation of pensions and interest-bearing accounts, taxation of stock sales and dividends, taxation of IRAs and life insurance proceeds, taxation of home sales and annuities, introduction to Roth IRAs, benefits of Roth IRAs, tax-free withdrawals in retirement, incorporating bucket list into life planning, and a conclusion with Q&A

Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/

The conversation discusses what is and what isn't taxed in retirement and provides suggestions on creating a tax-efficient strategy. The chapters cover topics such as taxable retirement income, taxation of pensions and interest-bearing accounts, taxation of stock sales and dividends, taxation of IRAs and life insurance proceeds, taxation of home sales and annuities, introduction to Roth IRAs, benefits of Roth IRAs, tax-free withdrawals in retirement, incorporating bucket list into life planning, and a conclusion with Q&amp;A
Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

Benjamin Koval and Matt Lybarger bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

SoundPath Retirement Strategies are logic-driven consultants helping retirees construct a comprehensive plan with the goal of creating a consistent income stream they can rely on throughout retirement. SoundPath Retirement Strategies was established in the Greater Seattle area by founder Benjamin J. Koval because he believed that the needs of senior investors were not being adequately addressed by brokerages and typical financial advisory firms.

President and founder of SoundPath Retirement Strategies, Benjamin J. Koval, has over a decade of experience in finance and has a focus on retirement planning. Ben is an MBA, a Certified Financial Planner™, and an Investment Advisor Representative (IAR) holding a Series 65 license. He is also a Washington state-licensed life insurance producer.

Benjamin Koval and Matt Lybarger bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
SoundPath Retirement Strategies are logic-driven consultants helping retirees construct a comprehensive plan with the goal of creating a consistent income stream they can rely on throughout retirement. SoundPath Retirement Strategies was established in the Greater Seattle area by founder Benjamin J. Koval because he believed that the needs of senior investors were not being adequately addressed by brokerages and typical financial advisory firms.
President and founder of SoundPath Retirement Strategies, Benjamin J. Koval, has over a decade of experience in finance and has a focus on retirement planning. Ben is an MBA, a Certified Financial Planner™, and an Investment Advisor Representative (IAR) holding a Series 65 license. He is also a Washington state-licensed life insurance producer.