Download The Game of the Decade eBook
In this episode, Mark Zagurski tackles Play #3 of the Seven Plays series: mastering the do’s and don’ts of retirement taxes. Taxes can be one of the biggest expenses in retirement, especially with pre-tax accounts like 401(k)s and IRAs. Mark explains the importance of asset location, strategically choosing taxable, tax-deferred, and tax-free accounts to minimize tax liability. He debunks the myth of a flat 30% tax rate, illustrating how progressive tax brackets and effective tax rates work, and shares strategies for diversifying your portfolio across account types for flexibility and control.
You’ll learn:
Why asset location is critical for minimizing retirement taxes.
The differences between taxable, tax-deferred, and tax-free accounts.
How progressive tax brackets affect your actual tax burden.
The benefits of Roth IRAs and cash value life insurance for tax-free growth.
Why working with a financial advisor and tax professional is essential for tax planning.
“A diversified portfolio across types of accounts can keep your retirement income steady while allowing you to easily handle payments to the IRS.” - Mark Zagurski
Take control of your retirement taxes! Visit www.makeitpersonalpodcast.com to download our eBook and schedule a no-obligation consultation with a Mutual of Omaha advisor today.
Connect with Mutual of Omaha Advisors through the following links:
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Download the Seven Principles eBook
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Investing involves risk, including loss of principal.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
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