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Scott Sierens, CFP® | The Max Retirement Show

チャンネル登録者数 1.39万人

367 回視聴 ・ 13いいね ・ 2025/05/19

退職後の生活に重要な4つの口座（活用方法と節税対策も）

As you save for retirement, it’s not just about having a retirement account, it’s about having the right types of accounts and knowing how to use them most effectively. So today’s video will break down the four most important retirement accounts you should consider having and the strategies you can implement to get the amount of income in the most tax-efficient way.

Here’s some of what we discuss in this episode:
📉 How to reduce taxes using account strategy
🔁 Why sequence matters when withdrawing income
💰 A flexible account most people overlook
🧾 Real-life example of using conversions to save money

0:00 – Intro
2:12 – Workplace Retirement Account
3:23 – IRAs
5:52 – Brokerage account
8:06 – Health Savings Account
9:00 – Strategies for these accounts

#Retirement #RetirementPlanning #401k #IRA #TaxPlanning
____________________________________________

Company website: sierensfinancialgroup.com/
Podcast website and resources: maxretirementshow.com/
Phone: (847) 235-6989
Contact our team: office@sierensfinancialgroup.com
Schedule your no-cost introductory call: sierensfinancialgroup.com/schedule-a-meeting/

Join us for our next financial workshop: sierensfinancialgroup.com/

Check out our free guides:
Unlocking Hidden Tax Savings Guide: maxretirementshow.com/taxes/
Social Security Benefits Guide: maxretirementshow.com/socialsecurity/
Will Your Money Last As Long As You Do Guide: sierensfinancialgroup.com/


Facebook: www.facebook.com/SierensFinancial/
LinkedIn: www.linkedin.com/in/scott-sierens-sfg/

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