Retirement Planning for High-Net-Worth Individuals

Phil's Tax Hacks

In today's episode, we're taking a close look at high-net-worth individuals - those who have accumulated significant wealth and face unique challenges and opportunities when planning for retirement. Unlike the average person, their financial considerations go beyond the basics. We'll explore the distinct strategies and factors that come into play when securing a comfortable and prosperous retirement.

Here’s some of what we discuss in this episode:

• 2:57 – Planning complexities for high-net-worth individuals
• 5:56 – Tax planning for high-net-worth individuals
• 7:29 – Estate planning for high-net-worth individuals
• 9:03 – Liabilities for high-net-worth individuals
• 11:48 –Retirement planning myths for high-net-worth individuals

If you have any questions about what we discussed in this episode, reach out and we'll be happy to set up a time to talk.

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts