Mastering the Tax Triangle (Ep. 84)

What do taxes and retirement have in common with your happiest Saturday? 

In this episode of Relax, It’s Retirement, Josh Leonard invites you to unravel the often confusing world of taxes as you approach your golden years. He dives into the “tax triangle” strategy, offering a simplified perspective on how to categorize your assets for better tax efficiency. 

Josh shares tips on navigating taxed always, taxed later, and the coveted taxed never categories, as well as how these can impact your retirement strategy. 

Josh discusses:

• The Tax Triangle and how it can guide your financial decisions
• The benefits of tax-advantaged accounts like Roth IRAs
• Tips for balancing your tax strategy in retirement 
• Avoiding common tax pitfalls and optimizing for future changes
• And more!

Resources:

• Schedule a meeting with the team
• Download our “7 Big Retirement Mistakes Checklist” to help avoid costly retirement mistakes!

Connect with Josh Leonard: 

• [e-mail]
• LinkedIn: Josh Leonard
• Leonard Advisory Group
• 412-998-PLAN
• YouTube: Leonard Advisory Group
• Facebook: Leonard Advisory Group