• Skip to main content
logo
Client Login
  • About
  • Becoming a Client
  • Who We Serve
  • What We Do
    • FAQs
  • Insights
    • Blog
    • Ebooks
    • Gessner Wealth Strategies Videos
    • Quick Guides
  • Podcast
  • Contact

Podcast (Ep. 3)

Retire To A Life You Love®

Reducing Tax Rate Risks for Your Retirement (Ep. 3)

Summary:

In the world of retirement planning, taxes can be a significant expense that are often overlooked.

In this informative episode, CERTIFIED FINANCIAL PLANNER™ practitioner Michelle Gessner shares her insights, and dispels common myths about taxes and retirement.

She highlights the prevalence of pre-tax money in retirement accounts and the mandatory Required Minimum Distributions (RMDs) from IRAs and 401ks – and potential solutions – so you can reduce tax rate risk.

Michelle discusses:

  • Why taxes are one of the biggest expenses for retirees
  • How pre-tax retirement money is fully taxable
  • The benefits of Roth 401Ks/403Bs for retirees
  • What you can do now to potentially reduce your taxes in retirement
  • And more

Connect with Michelle: facebook   linkedin   twitter

YouTube: Gessner Wealth Strategies

About Michelle Gessner:  

As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle is passionate about building a life plan for her clients and helping them see that they have choices, which often comes to them as a pleasant surprise. She is an independent thinker and a huge advocate of her clients’ interests. Her greatest joy is working to do what is right for them and be their voice.

Michelle has a B.S. in Finance from the University of Colorado, Boulder, and an M.S. in Management from Boston University, Brussels. Growing up in Montana and moving to Colorado for college, she took out student loans and worked my way through all four years. After graduating in 1987 with honors, she accepted a job at Shell Oil in Houston, and worked her way up the corporate ladder to a management position before leaving in 1992 for Brussels, Belgium, where she lived for 4 years. In Brussels, she learned about different cultures and basic conversational French as well as pursuing and earning a graduate degree in management.

As a CERTIFIED FINANCIAL PLANNER™ professional,  she is held to the highest standards set forth in the industry. She surrounds herself with a back office of experts in tax and investment research so that my clients have the best of both worlds – the resources of a large firm with the caring, dedication, and personal service of a small firm.

Publishing Tags: Retire To a Life You Love, Podcast, Gessner Wealth Strategies, Retirement Planning, Retirement, Taxes, Financial Planning, Personal Finance, Roth 401k, 403b, Required Minimum Distributions, Pre-Tax Money, Tax Rate, Income Tax, Income Tax, Roth

Gessner Wealth Strategies, LLC
1717 St James Place,
Suite 625
Houston, Texas 77056

Office Phone: 713-589-6448

  • Client Login
  • Getting to Know You
  • Risk Assessment
  • Blog
  • FAQs
  • Contact us

Download our Informative Guides and Articles

Check Investment Adviser Registration Status on IAPD Website

Top Financial Advisor in Houston

facebook linkedin twitter

Copyright 2023 © Gessner Wealth Strategies. All rights reserved. Privacy Policy | Important Disclosures | Developed By TinyFrog Technologies

Are You Prepared for a Retirement You’ll Love?

Answer the questions in this FREE Guide to find out!

Just fill in your details below to be sent your copy of “6 Important Questions to Ask Yourself Before Considering Retirement“


By providing your details you’re agreeing to receive emails from Michelle Gessner & Gessner Wealth Strategies, LLC in the future. You can unsubscribe at any time.
We hate spam and will keep your email safe. For more details, view my privacy policy here.

Choosing the Right Strategies for Insurance and Estate Planning

Get answers to critical estate planning questions… complete your details below to receive a copy


By providing your details you’re agreeing to receive emails from Michelle Gessner & Gessner Wealth Strategies, LLC in the future. You can unsubscribe at any time.
We hate spam and will keep your email safe. For more details, view my privacy policy here.

Are you doing everything you can to protect yourself from higher taxes in retirement?

Download this complimentary guide and find out today!

Just fill in your details below to be sent your copy of “Insulate Yourself From The Crush of Higher Taxes“


By providing your details you’re agreeing to receive emails from Michelle Gessner & Gessner Wealth Strategies, LLC in the future. You can unsubscribe at any time.
We hate spam and will keep your email safe. For more details, view my privacy policy here.

Why Should You Diversify

The Cost of Trying to Time the Market

Long-Term Investors, Don’t Let a Recession Faze You

Contact Us

Complimentary Download

Fundamentals of Investing

Design, Build, Protect

Insulate yourself from the crush of higher taxes