In this episode of The Asset Preservation Hour, financial advisor Andrew Perry joins Spike Spengel to discuss why tax planning should continue long after tax season ends. From Roth conversions and effective tax rates to retirement income planning and Roth 401(k) opportunities, Andrew explains why now may be one of the best times to prepare for future taxes before rates potentially rise again.
The conversation also shifts into one of the most overlooked parts of retirement planning—estate planning. Using a real-life example, Andrew and Spike break down the costly mistakes families make when wills, trusts, and beneficiary designations aren’t updated properly. You’ll learn the key differences between wills and trusts, how probate can delay access to family assets, and why reviewing your beneficiaries regularly could protect your loved ones from unnecessary stress and legal battles.
If you want to reduce future taxes, avoid probate headaches, and make sure your retirement and legacy plans are fully aligned, this episode is packed with practical guidance and real-world examples you can use right away.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary portfolio and tax review.
What is The Asset Preservation Hour?
Join Stewart Willis, President of Asset Preservation Tax & Retirement Services, and co-host Spike Spengel as they explore strategies for protecting, growing, and maximizing your wealth. Designed for those in or near retirement, this podcast delivers expert insights on tax planning, investment advice, estate planning, and building a secure financial future—all tailored to help you make the most of your life’s work.