Episode 12 – Let’s Talk About Your Money and Your Taxes
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Money. It’s not the easiest subject to talk about or the most comfortable.
But today, you can rely on Royal Standley’s experience as he sheds more light on important subjects to help you plan for your financial future. This episode is all about understanding what different ways of gaining and saving money could mean for your tax return.
In today’s episode, you will learn:
- About qualified and non-qualified money and how they affect your taxes
- Whether it is possible to transfer money from an old 401(k) to a new 401(k)
- Why Roth IRAs and Roth 401(k)s are some of the most powerful retirement-planning tools
- Why it’s beneficial to roll money into only one or two accounts
- About the advantages of a Roth 401(k) and a Roth 403b
- About different types of annuities
- And more!
Tune in now and gain clarity about money, savings, and tax time!
Resources: Oregon Pacific Financial Advisors, Inc.
Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.