In this episode of The Retirement Playbook, hosts Jon Coughlin and Kyle Hurley dive into the importance of tax planning in retirement. They discuss how taxes can be a significant expense in retirement, often exceeding 20% of a retiree's income. John and Kyle share strategies to reduce tax burdens, including utilizing tax-free buckets, Roth IRAs, and tax-deferred accounts. They also emphasize the importance of proactive planning and working with a financial advisor to optimize tax savings. With tax season in full swing, this episode provides valuable insights for retirees and those approaching retirement to make the most of their hard-earned savings.

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