Mitigating Tax Rate Risk: Our Approach and Strategies We Use

The majority of U.S. retirement savings are in pre-tax accounts. However, excessive savings in tax-deferred accounts can lead to costly hidden interactions during retirement. In this episode, Chip discusses who is most affected by this risk and shares valuable insights and strategies to mitigate tax rate risk.

Planning for Retirement:The 7 Retirement Risks

Planning for retirement involves many considerations. In this episode, Chip highlights the seven most common retirement risks and shares his approach to managing them effectively. Tune in for valuable insights and strategies to secure your financial future.

Meet Chip.

Join us as we introduce Chip Bloch, the newest member of our financial planning team at Ascent Advisors. Discover more about Chip's experience and how he helps our clients through a comprehensive financial planning process.

Market Update: Livestock Facilities

Adam will talk through factors that impact value on livestock facilities.

Compeer Website: www.compeer.com/appraisal

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Appraisal and Assessed values are oftentimes misconstrued as synonymous terms. However, that is certainly not the case and Adam will explain the differences.

Compeer Website: www.compeer.com/appraisal

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There are several different types of valuation products available. Adam will discuss how these products differ and share some tips on how to select the appropriate product to ensure you are getting the desired results you are looking for.

Compeer Website: www.compeer.com/appraisal

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We will take look at historical land value trends, what the market is doing today and what to watch for going forward.

Compeer Website: www.compeer.com/appraisal

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Tina will provide examples and scenarios that be relate to a similar situation you are in and it may uncover an area where it may be of benefit for you to have a life coach. Tina will also talk through what an engagement might look in connecting with Tina and Discover You Coaching.