State of the Markets with Mike Sorrentino, CFA®

In Articles, Articles: Salt Lake City Office, SLC Fall 2022 by Scott DouganOctober 17, 2022

The Economic Landscape for 2022

Mark your calendars for Wednesday, December 7th as we are excited to bring back our Chief Investment Officer, Mike Sorrentino for an in-person State of the Markets event. 2022 has been a little unsteady, so it will be a great opportunity to hear directly from Mike his thoughts on what we saw and his outlook for 2023. More information will be sent out in the coming weeks, but you’re always welcome to call our office anytime to RSVP.

Your Retirement Elevated Podcast with Scott Dougan

Retirement planning is more than just saving money; it’s about making your savings last as long as you do. Today Scott is going to share five crucial tax strategies that can significantly impact your financial future.

Here’s what we cover in this episode:

0:00 – Intro

1:19 – Why tax planning is critical to today’s retirement plan.

3:13 – Roth conversions

5:38 – Harvesting capital gains

7:15 – Tax diversification

9:41 – Required minimum distributions

12:39 – Health savings accounts

Read Scott’s Kiplinger article:

https://www.kiplinger.com/retirement/tax-strategies-to-help-your-money-last-in-retirement

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