What can one of baseball’s biggest contracts teach you about retirement taxes? Using Shohei Ohtani's deferred compensation strategy as a starting point, David Linsky explains how timing income, managing distributions, and understanding tax rules can impact retirement planning. The discussion covers IRA withdrawals, Roth conversions, capital gains strategies, and why tax planning may be one of the most overlooked parts of a retirement income strategy. Learn how different withdrawal approaches can affect retirement outcomes and why a customized plan may be worth exploring before making important financial decisions.

 

To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com

 

As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and everything retirement planning related. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.

What can one of baseball&rsquo;s biggest contracts teach you about retirement taxes? Using Shohei Ohtani's deferred compensation strategy as a starting point, David Linsky explains how timing income, managing distributions, and understanding tax rules can impact retirement planning. The discussion covers IRA withdrawals, Roth conversions, capital gains strategies, and why tax planning may be one of the most overlooked parts of a retirement income strategy. Learn how different withdrawal approaches can affect retirement outcomes and why a customized plan may be worth exploring before making important financial decisions.
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To schedule a complimentary consultation with L3 Family Wealth Partners visit&nbsp;<a href="https://retirementrealityreport.com/">RetirementRealityReport.com</a>
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As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and everything retirement planning related. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.

As a certified financial planner for 35 years, Marc Linsky has been helping clients to and through the retirement process. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.