Long-Term Tax Planning with Rick Rodgers and the Panel Talks about Tax-Free Investing

On today’s show, Joe interviews CFP® Rich Rodgers about long-term tax planning strategies.

Mr. Rodgers describs the three legs of a tax-efficient retirement strategy:

  • Pre-tax
  • After-tax
  • Tax-free

There are many strategies and investment vehicles to choose from. How you use each of these in a tax-efficient manner can help you grow your wealth faster in the long run.

Then, after the interview, the panel comes on to discuss Social Security, municipal bonds, and year-end tax strategies that can help you can avoid being taxed on capital gains when expecting a loss in the market.

There’s lots to learn in this episode. Enjoy!

 

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Today’s guest, Rick Rodgers:

Rick Rodgers is a CFP®, CRPC®, and co-founder and president of Rodgers & Associates.

He started his profession at a large Wall Street firm in 1984 before founding Rodgers & Associates. He and his wife have won awards and recognition over the past decade as well as being active in his church and community in Lancaster, PA.

You can read more about him at rodgers-associates.com/team/rick-rodgers

Rick Rodgers has authored two books:

 

Today’s Panelists

Joe Saul-Sehy | Money in the Morning
Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Planting Money Seeds on Facebook
Doug Goldstein | Profile-Financial.com

 

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

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