Tag: Wealth I sIn The Details

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Episode 6: Tax Planning is a Year-Round Process – Part 3

Episode 6: Tax Planning is a Year-Round Process – Part 3

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In part three of his series, Peter Raskin discusses how asset location can make a difference in your tax plan. Don’t miss this opportunity to learn which strategies Peter uses to help his clients reach their wealth goals.

In this episode, you will learn:

  • About a case study in which a couple withdrew money from a traditional IRA but still managed to minimize their tax liability
  • How selling stocks at a loss can actually save you money in the long run (note: there are some limits to that!)
  • About Peter’s recommendations for choosing the right location for assets if you’re investing in a portfolio
  • The importance of timing and choosing when to take certain deductions
  • And more!

Tune in now and learn how to tax plan with clarity and confidence!

Resources:  Raskin Planning Group | Tax Planning as a Year Round Process Part 1 | Tax Planning as a Year-Round Process Part 2

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-4097667-010522

 

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

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

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Podcast: Play in new window | Download | Embed

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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-4097654-010522