Monthly Archives: March 2019

Episode 5 – Tax Planning as a Year-Round Process – Part 2



Wealth is a journey, and that journey lasts year-round.

In part two of his tax planning mini-series, Peter Raskin dives deeper into the year-round planning process of tax planning, highlighting his point of view on taxes and why he thinks they’re important.

In this episode, you’ll learn:

  • How the political landscape will affect taxes in the future, and how to prepare for that
  • What it means to defer taxes — and how to make it work for you and your savings goals
  • The possibility of tax-free sales and investments based on your state
  • How your needs and circumstances are the number one consideration in tax and retirement planning
  • And more!

Listen now to complete Peter’s two-part series about tax planning as a year-long process. Thank you for listening!

Resources:  Raskin Planning Group | Tax Planning as a Year-Round Process – Part 1

Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances

CRN-2243287-091418


Episode 4 – Tax Planning as a Year-Round Process – Part 1



When many Americans think about tax planning, they think of tax season – a short-term process which lasts a couple months at most. However, in this episode of the Wealth is in the Details podcast, Peter Raskin explains how tax planning is really a year-round process.

In this episode, you’ll learn about:

  • The difference between tax evasion and tax avoidance, as told by Supreme Court Justice Louis Brandeis
  • Peter’s explanation in layman’s terms of marginal tax brackets
  • A couple advantages of owning common stocks
  • The importance of understanding the type of investment you are making and the amount of taxes you will owe on each
  • The importance of tax bracket planning during retirement
  • And more!

Tune in now to learn all about tax planning as a year-round process!

Resources:  Raskin Planning Group

Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances

CRN: 2346747-121218