Retire With Freedom: Featuring Freedom Financial Group's Toni, Tyler & Tad Hill
Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC®, CRPC®, Toni Hill, RFC®, and Tyler Hill RFC® of Freedom Financial Group. Tad, Toni, and Tyler will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If you'd like to contact the team, call 205-988-0006 or visit them online at https://www.askfreedomfinancial.com/ to start your conversation today! Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1768991- 4/23
Retire With Freedom: Featuring Freedom Financial Group's Toni, Tyler & Tad Hill
The Tax Moves That Shape Your Retirement
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đź“… Are you ready to retire with freedom? Schedule a discovery call: https://askfreedomfinancial.com/schedule-a-call/?utm_source=Hero
In this episode, Tad, Toni, and Tyler explain why tax planning is one of the most overlooked parts of retirement preparation and how relying too heavily on tax-deferred accounts can create serious problems later. They discuss why the assumption of being in a lower tax bracket during retirement often doesn’t hold true, how required distributions can trigger unexpected tax consequences, and why those issues don’t always end with you- but can land squarely on your kids. Tune in as the Hills talk about Roth conversions, Roth 401(k)s, and the importance of building tax-free income while you still have control.
Here’s what we discuss in today’s show:
♟️ Why the IRS is “playing chess,” not checkers
đź’Ł How tax-deferred accounts can create a retirement tax bomb
🔄 When and why Roth conversions may make sense
👨‍👩‍👧 How today’s tax decisions can impact your children
🧾 The difference between tax-deferred and tax-free income
Resources:
✨ We can assist you on your journey to financial freedom: https://www.askfreedomfinancial.com/
đź“ž Phone: 205.988.0006
đź“… Schedule a Discovery Call: https://askfreedomfinancial.com/contact/?utm_source=Hero
🎓Attend a Course: https://askfreedomfinancial.com/attend-an-event/?utm_source=Hero
🎥Watch the Podcast on YouTube: https://www.youtube.com/playlist?list=PLEcHKcOSu6_m7cG9adV8xHTXLtH5g9M9t
