In this podcast episode, Fred Saide discusses the importance of tax optimization strategies in Retirement planning. He highlights the limitations of traditional tax planning and emphasizes the benefits of Roth contributions and conversions. Fred also explores other tax-efficient planning options, such as qualified charitable distributions and life insurance. He addresses the challenges facing Social Security and Medicare and proposes potential solutions. Fred concludes by urging listeners to proactively plan for their Retirement and seek professional advice.
You can reach Fred Saide by calling 800-593-8188.
Money Matters USA
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Dr. Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRA, 401k’s, retirement plans, strategic (income) tax planning, estate planning with retirement assets. He is a successful podcaster MoneyMattersUSA® with Fred Saide and previously hosted a weekly radio program. His expertise has been well sought after, as he has been published in USA Today and Gannett Media. He has authored several e-books and “white apers” on financial and retirement topics. Additionally, he has been interviewed by many financial publications, TV and cable, and has ghost written for multiple financial websites.
After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA, and his BA from Adelphi University, he went on to earn certificates for studies at Purdue University, The American College of Financial Services, MIT Age Labs, Penn_Wharton.
