Are you effectively finding the 'sweetspot' in retirement tax planning? In this video, we talk about 5 tax strategies that can backfire when used improperly. Make sure your tax strategies are resulting in benefits, not costs to your retirement. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 5440576 or go to https://www.safeguardinvest.com/contact.'>https://www.safeguardinvest.com/contact.

0:00 5 Tax Planning Strategies for Your Retirement
0:18 The Roth Conversion Strategy
0:56 Mistake #1 Too Aggressive
2:02 Mistake #2 Converting Everything
2:48 The Backdoor Roth Strategy
4:06 Mistake #1 Backdoor Roth at High Rates
5:24 Mistake #2 The ProRata Trap
6:57 The Tax Loss Harvesting Strategy
8:42 Mistake #1 The Individual Stock Mistake
10:17 Mistake #2 Bad Loss Harvesting Timing
11:23 The StepUp In Basis Strategy Mistake
13:44 The Trust Strategy That Can Increase Taxes


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