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

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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.

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

Rick Rodgers has authored two books:

• Don’t Retire Broke: An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom
  
• The New Three-Legged Stool: A Tax Efficient Approach to Retirement Planning