Retirement Income Planning – Setting Yourself Up for Success

Jul 14, 2022 | Blogs, Investing, Money Stress, Retirement Plan, Steve Campbell, Travis Maus, Videos

We want to help you set yourself up for success when managing your taxes in this episode. But when we refer to managing taxes, we are not referring to just this year, but rather over your entire lifetime!

The goal should not be a 0% tax bracket – that’s just a trap.

Where should it come from first if you need to draw money from your investment accounts? We break down three popular types of accounts and their taxable structures – tax-deferred, tax-free, and taxed as you go.

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S.E.E.D. Planning Group LLC (S.E.E.D.)is a Registered Investment Advisor (RIA) with the Securities Exchange Commission. S.E.E.D.’s team provides investment fiduciary and fee-only financial planning services to clients. Our fees are disclosed, easy to understand, and not predicated on product sales.

Travis Maus, AIFA®, CEPA is the managing partner of S.E.E.D. Planning Group, LLC. In addition, he is also a member of the firm’s Financial Planning Team and Investment Committee. Travis holds the Accredited Investment Fiduciary Analyst® (AIFA®) designation, which signifies his credentials for performing fiduciary assessments that measure how well investment fiduciaries are fulfilling their duties to a defined standard of care. He also holds the Certified Exit Planning Advisor (CEPA) designation. As a CEPA designee, Travis has specialized training in business Master Planning, value growth strategies, and business succession planning.

Steve is a partner and Chief Brand Officer at S.E.E.D. Steve is responsible for protecting and solidifying S.E.E.D.’s brand image, cultivating firm culture, and upholding the company’s values and mission. He oversees all marketing, messaging, advertising, design, and public relations for all divisions of S.E.E.D. – which includes Sprout, SUITE(k), SEEDs of Hope, and Bloom Tax Partners.