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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

3 Ways To Create Tax-Free Income (Yes, 0% Taxes)

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Ari Taublieb, CFP®, MBA

Retirement Planning, Save On Taxes, Careers, Personal Finance, Retirement, How To Retire, Business, Real Estate Investing, Investing, Stock Investing, Early Retirement, Entrepreneurship

4.7585 Ratings

🗓️ 17 October 2022

⏱️ 22 minutes

🧾️ Download transcript

Summary

How can you create tax-free income in retirement? We discuss Roth IRAs, 401(k)s, Brokerage Accounts, and more! Questions answered: How can you best use a Roth IRA to create tax-free income throughout retirement?How can a 401(k) best be withdrawn to minimize taxes?When does it make sense to use a brokerage account to withdraw funds for tax-free income in retirement?Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clie...

Transcript

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0:00.0

A very warm welcome to the early retirement show, the show dedicated to helping you navigate

0:05.3

the nuances of an early retirement, a non-traditional retirement.

0:10.2

Now let's get right into the episode so we can learn how to retire early.

0:16.0

Welcome back to the early retirement show. I am your host, Ari Taoblieb.

0:20.1

And before we hop into today's

0:21.5

episode about creating tax-free income, which is a very exciting topic, I think it's helpful

0:27.2

to give you a little bit of background of why I'm talking about this today, but also tell you a

0:31.8

little piece of news, which is exciting, which is that I was once again on the Ready for Retirement

0:36.9

podcast, a special episode with my business partner that is going to be released tomorrow.

0:43.2

Didn't sound like English there.

0:44.5

It's going to be released tomorrow, and that is going to be an exciting episode because we talk about the five steps to prepare for retirement.

0:51.6

Really everything you need to know.

0:53.0

If you're going, hey, what do I

0:54.1

need to think about in terms of retirement? And once again, if you've been listening to the show for

0:57.7

some time, you know, it's not about that word retirement. It's really about, hey, when do I no longer

1:02.1

need to work? That if you love work, great, keep doing it. But if you don't, when are you in a

1:06.3

position where you no longer need to? So that episode is going to be on the Ready for Retirement podcast tomorrow,

1:12.2

and I will do an announcement as well on my YouTube channel. So feel free to check that out.

1:17.3

Keep your questions coming. That is how I create these episodes for this podcast, and I love doing it.

1:22.7

So let's hop into today's episode, which is about how do we create tax-free income in retirement?

1:28.6

And for background on this, I, before I joined Route Financial, I worked for a company known as Nuveen Investments.

1:34.9

Now, Newveen Investments is a company that specializes in helping people create tax-free income

...

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