3 Ways To Create Tax-Free Income in Retirement - (Part 2 - Early Retirement)

In this episode of Ready for Retirement, Ari Taublieb, MBA guest hosts the Ready for Retirement podcast to discuss the 5 mistakes to make sure you avoid when retiring early. Ari Taublieb, MBA is the Vice President of Root Financial Partners and a Financial Advisor. This episode is part two of a three-part series. Ari is the host of the Early Retirement podcast available here . Ari is also on YouTube here. Create your customized early retirement strategy with Ari here. Episode Summary: How can you create tax-free income most effectively in retirement Common tax mistakes people leave on the table which could save tens of thousands of dollars (or hundreds of thousands) How to improve your overall early retirement strategy Timestamps: 00:00 - Introduction 1:20 - Life over Money 3:03 - Legacy Goals 5:31 - Examples Examples Examples! 8:35 - Never Pay Taxes Again 10:52 - Standard Deduction v. Itemized Deduction 14:28 - Brokerage Account 19:17 - AAPL Stock Example 22:15- MASTER Tax Tip! 25:01 - Working With Us Check out all of our podcast episodes and more on our YouTube channel here! LET'S CONNECT! Facebook LinkedIn Website ENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts , Stitcher , Spotify , or Google Play Create Your Custom Strategy ⬇️ Get Started Here. Join the new Root Collective HERE!