Taxes Aren’t Everything: Prioritizing Your Financial Objectives (Ep. 139)
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Taxes may be inevitable, but how you approach them can make a meaningful difference in your long-term financial path.
In this episode, Peter Raskin unpacks the recently signed “One Big Beautiful Bill” and what it means for families and individuals. More importantly, he breaks down how to think about taxes not in isolation, but in the broader context of your goals, values, and peace of mind for your family’s future.
Key Points Covered:
- The newly passed “One Big Beautiful Bill” and why tax rates staying the same may not be the full story
- How deferring taxes isn’t always the wisest long-term move and may end up benefiting the IRS more than your family
- Real client stories around estate taxes, complexity, and prioritizing simplicity over tax savings
- Strategies like Roth conversions, asset sales, and rebalancing with a focus on goals and risk tolerance
- How to evaluate whether complex tax-saving strategies like 1031 exchanges or charitable remainder trusts are worth the effort
- And more!
Resources:
Connect with Peter Raskin:
- Raskin Planning Group
- (617) 728-7433
- LinkedIn: Peter Raskin
- Facebook: Raskin Planning Group
- LinkedIn: Raskin Planning Group
Schedule a Time with Peter Raskin:
This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.
Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.