In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, welcome back FPFoCo Financial Planning Specialist Riley Thoubboron, who recently earned his Tax Planning Certified Professional (TPCP) designation from the American College of Financial Services. Riley shares what inspired him to pursue the certification, how his expanded expertise will benefit clients, and why ongoing education is essential in an ever-changing financial landscape. The conversation explores tax-efficient retirement strategies, including Roth conversions, asset location, and managing retirement distributions. With year-end tax planning just around the corner, Riley explains how his additional training will help the team identify more opportunities to minimize taxes and strengthen clients’ long-term financial plans.
Takeaways
- Riley earned his Tax Planning Certified Professional (TPCP) designation, bringing additional specialized tax planning expertise to the FPFOCO team.
- Tax-efficient retirement strategies such as Roth conversions, asset location, and strategic withdrawals can help clients manage taxes throughout retirement.
- Year-end tax planning creates valuable opportunities to review income, identify potential tax savings, and make strategic decisions before the calendar year ends.
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Disclosures
Jason Speciner and Regina Neenan are investment advisor representatives of FPFoCo, a registered investment advisor. The information in this podcast is for general educational and entertainment purposes only. It may not apply to your individual circumstances and should not be considered financial, investment, or tax advice.
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