Tag: Tax Diversification
Retire with Intent: The True Intent Planning System™ Explained (Ep. 96)

Retire with Intent: The True Intent Planning System™ Explained (Ep. 96)

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Retirement isn’t just an end, it’s the beginning of everything you’ve always wanted to do. 

What if you could approach this next chapter with purpose and confidence, not just hope? 

In this episode, Josh Leonard breaks down the True Intent Planning System™ and its five pillars for a purposeful retirement. He emphasizes the importance of planning for income, investments, taxes, healthcare, and estate matters, and discusses real-life stories and practical tips for retirees.

Josh discusses:

  • Optimizing income streams in retirement, including Social Security, pensions, annuities, and bridging any income gaps
  • Structuring investments to match retirement goals, manage risk, and address potential tax issues from withdrawals
  • Tax planning strategies, including the benefits of tax diversification, Roth conversions, and minimizing tax burdens for future generations
  • Health care planning, from managing costs pre- and post-Medicare to long-term care considerations and annual prescription reviews
  • The importance of estate planning, updating wills, powers of attorney, and using vehicles like 529 plans for generational wealth and education funding
  • And more!

Resources:

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Mastering the Tax Triangle (Ep. 84)

Mastering the Tax Triangle (Ep. 84)

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What do taxes and retirement have in common with your happiest Saturday? 

In this episode of Relax, It’s Retirement, Josh Leonard invites you to unravel the often confusing world of taxes as you approach your golden years. He dives into the “tax triangle” strategy, offering a simplified perspective on how to categorize your assets for better tax efficiency. 

Josh shares tips on navigating taxed always, taxed later, and the coveted taxed never categories, as well as how these can impact your retirement strategy. 

Josh discusses:

  • The Tax Triangle and how it can guide your financial decisions
  • The benefits of tax-advantaged accounts like Roth IRAs
  • Tips for balancing your tax strategy in retirement 
  • Avoiding common tax pitfalls and optimizing for future changes
  • And more!

Resources:

Connect with Josh Leonard: 

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