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Timing Is Everything: The Power of Deferral in Your Financial Plan

Timing Is Everything: The Power of Deferral in Your Financial Plan

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What do a superstar athlete and your retirement plan have in common? In this episode of the Vision Wealth Podcast, Ben and Megan Smith break down the concept of deferred income—using Shohei Otani’s headline-making contract as a springboard for real-world retirement strategies. Discover how deferral can impact taxes, income, and legacy planning, and why the right approach depends on your personal goals. From tax-deferred accounts to annuities and Social Security timing, learn how to weigh the options and make decisions that fit your vision for the future. Tune in for practical insights, relatable stories, and expert guidance.

Schedule your discovery call with Ben to help calculate the future costs of current decisions at MyVisionWealth.com or call or text 503-831-9011.

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