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 - Branson Financial Planning, LLC is a Registered Investment Advisor - None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. The content is provided ‘as is’ and without warranties, either expressed or implied. Branson Financial Planning does not promise or guarantee any income or particular result from your use of the information contained herein. Under no circumstances will Branson Financial Planning, LLC be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, or other content contained. Please seek the advice of professionals regarding the evaluation of any specific content.
📚 Timestamps and Sections:
00:00 Introduction
00:27 Roth Conversions
01:35 Charitable Giving
02:49 0% taxes with LTCGs
03:54 Delaying Social Security
04:42 Tax Efficient Investments (muni bonds)](https://www.bransonfp.com/wp-content/plugins/youtube-feed-pro/img/placeholder.png)
5 Ways to Lower Taxes in Retirement
More income leads to tax savings?!
From $0 to Retirement Success: A Retirement Rescue
Pathway to Tax Free Income! Roth Conversion Basics
TAKE what is YOURS: Social Security Planning Basics
Strategic Allies For Financial Growth: Forming Your A-Team of Advisors
6 Investment Mistakes People Make in Retirement
Supercharge Your Retirement Savings: The Power of Health Savings Accounts
Create Your OWN Private PENSION for Retirement Income? Is it Worth it?
