The Wealthy Engineer Taxes

The wealthy do not simply file taxes. Eric Kearney explains why tax treatment, timing, and account strategy can make a major difference in long-term wealth. Start building a retirement income plan that fits your life at myincomeplan.com or call 800-779-1942. Most people think about taxes once a year. Wealthy individuals often think about taxes as part of the overall investment return. In this episode, Eric Kearney explains why the wealthy look beyond what they earn and focus on what they keep. From pre-tax accounts to Roth accounts, taxable accounts, loss harvesting, deductions, and income timing, strategic tax planning can help more of your money continue working for you. #TaxPlanning #WealthBuilding #RetirementPlanning #TaxEfficientInvesting #EricKearney #RetirementWealthAdvisors The information in this video is for educational and entertainment purposes only. Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Eric Kearney Advisor, LLC, Retirement Wealth Advisors, LLC and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Erick Kearney Advisor, LLC, Retirement Wealth Advisors, LLC and their affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on th

Added 23 Jul 2026