Powerful Tax-Free Retirement Tools

Think tax-free retirement sounds too good to be true? Think again. Jake and Cory break down the most powerful tools that could help you keep more of your money—legally and strategically. From the mysterious-sounding Mega Backdoor Roth to the triple-tax-advantaged HSA, they’re covering the heavy hitters. Ever heard of tax-free municipal bonds? What about using life insurance to offset taxes for your heirs? And yes, they even talk about donor-advised funds (don’t worry, it’s more interesting than it sounds). If you’re planning for retirement—or just looking to learn more about your money—this one’s for you.
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0:00 – Introduction
2:01 – 401(k) in-plan Roth IRA conversion
4:37 – Health Savings Account (HSA)
8:32 – Tax-exempt municipal bonds
9:34 – Tax Equivalent Yield
12:31 – Plain ole Roth IRA
13:35 – How people use Roth IRAs
17:51 – Future of Roth IRA
21:07 – Tax diversified
26:40 – Life insurance
30:18 – Capital gains management
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
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Connect with Jake Falcon, CRPC™       
  / jake.falcon.524         
https://www.instagram.com/jake_falcon...
  / jakefalconcrpc         
  / jakefalconfalconwealthadvisors      

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