In this episode of the Functional Retirement Podcast, host Thatcher Taylor welcomes tax expert Kevin Oleszewsky (prounounce Oshesky) to discuss tax strategies and the importance of taxes in retirement planning. 

Before diving into the financial and tax planning aspects, they discuss Kevin's personal health journey, which involved changing his diet and exercise routine and losing a significant amount of weight. The episode emphasizes the role of health in retirement, as it affects longevity risk, income distribution, protection, and estate planning. The podcast aims to explore the intersection of health and retirement planning and provide expert insights on the topic of taxes and retirement. 

Timestamps:
[00:01:15] Health Journey
[00:03:11] Health and weight loss
[00:06:16] Lifestyle changes for more energy
[00:10:32] Taxes and retirement planning
[00:13:28] Future tax brackets increase
[00:18:46] Maximizing tax brackets
[00:19:34] Retirement Tax Planning
[00:22:44] Tax bracket optimization
[00:26:34] Roth conversions for legacy planning
[00:30:21] Qualified Charitable Distributions
[00:34:17] Legacy planning for beneficiaries
[00:39:26] Wash sale rule
[00:41:35] Tax loss harvesting strategy
[00:46:46] Asset location strategies
[00:49:02] Taxable vs Tax-free accounts

✅Contact Thatcher at [email protected] with comments and questions!

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DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.

​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.