Shawn O'Keefe and Doug Turnbull address the first six of 12 strategies to minimize tax burdens during retirement. These include tax deferral, IRA management, tax loss harvesting, asset allocation, qualified charitable distributions, and managing withdrawals to optimize tax brackets. The conversation emphasizes the importance of having a comprehensive plan and working with a knowledgeable advisor to navigate the complexities of retirement taxes.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

Shawn O'Keefe and Doug Turnbull address the first six of 12 strategies to minimize tax burdens during retirement. These include tax deferral, IRA management, tax loss harvesting, asset allocation, qualified charitable distributions, and managing withdrawals to optimize tax brackets. The conversation emphasizes the importance of having a comprehensive plan and working with a knowledgeable advisor to navigate the complexities of retirement taxes.
To connect with Shawn and find out more information, visit <a href="http://www.summitwealth.com">www.gosummitwealth.com</a>

You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe of Summit Wealth Strategies in Denver, Colorado and Minneapolis, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies.

Visit us online!

Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. 

You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe of Summit Wealth Strategies in Denver, Colorado and Minneapolis, MN, discusses the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies.
<a href="https://gosummitwealth.com/">Visit us online!</a>
Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser.

The Retirement Summit

You've worked your whole career to reach the top of the mountain, but now that you're thinking about retirement, who will help guide you back down the trail?  Each week, Shawn O'Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today's world. Learn how to prepare for retirement with the team from Summit Wealth Strategies.

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