In this episode of Money Matters USA, Fred Saide discusses the critical importance of tax strategies in Retirement Planning. He emphasizes the need for proactive tax planning to avoid higher taxes in retirement, especially with the potential for rising tax rates. The conversation covers various financial tools, including life insurance and annuities, and highlights the significance of personalized financial planning to meet individual goals. Fred also delves into tax diversification strategies, particularly the benefits of Roth conversions and the impact of Social Security on retirement income.
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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.
