Retirees need to keep both Tax Consequences AND Investment Preparation Strategies in mind when planning for a big purchase.

There are tax-efficient and investment-efficient ways to make these purchases along with other implications like your future Medicare premiums to keep in mind.

⏰ TIME CODES ⏰

0:00 Question from Joe

0:25 What is a "Big" Purchase?

1:55 Tax vs Investments

3:48 Tax Strategy #

1 9:31 Tax Strategy #2

11:04 IRA vs 401k Differences

17:14 Tax Strategy #3

23:11 Tax Strategy #4

29:45 Tax Strategy #5

43:00 Tax Strategy #6

49:01 Medicare Implications

51:50 Moving To Investment Prep

53:55 Investment Prep #1

59:48 Investment Prep #2

1:03:50 Investment Prep #3

1:08:52 Important Other Resources

1:12:15 Where to Get Help

OTHER VIDEOS REFERENCED IN THIS ONE:

https://youtu.be/tlYcUx2a2G4

https://youtu.be/NxH2jHzZwFo

https://youtu.be/Q82iDCI_lZg

https://youtu.be/RODrPaJ-xNU

https://youtu.be/VHHNYdpVwrU

https://youtu.be/flCDgSy25e0

https://youtu.be/8uC1lgkZUWE

ZACC'S FINANCIAL CHANNEL:

https://www.youtube.com/@ZaccMoneyEducation

Check out our resources at https://TheRetirementNerds.com/

Reach Zacc and his team at:

https://capitafinancialnetwork.com/

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Send me a message!

Erik@TheRetirementNerds.com

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Disclosure:

This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved. Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable.

Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast. Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.