<p>We discuss the potential issues with mostly pre-tax money heading into retirement. How Roth conversions and packing your lower tax brackets full can help lower your overall tax bill. We introduce how the rule of 55 and 72t can aid in early retirement.  Lastly, we discuss some options for work/volunteering in retirement.</p>

We discuss the potential issues with mostly pre-tax money heading into retirement. How Roth conversions and packing your lower tax brackets full can help lower your overall tax bill. We introduce how the rule of 55 and 72t can aid in early retirement. Lastly, we discuss some options for work/volunteering in retirement.

Ep. 7 - Use IRS Rules to Your Advantage and Retirement Jobs

The focus of this podcast is to discuss various retirement topics from an outsider’s point of view. In terms of this podcast, an outsider is:

1.	Someone who is not retired
2.	Someone who is not a financial advisor
3.	Someone who is not a CPA, lawyer or healthcare advisor

Our intent is to make some sense out of all the financial, accounting, estate planning and healthcare jargon … from an outsider’s perspective. In addition, we will discuss some of the behavioral aspects that come with not being tied down to a 9-5 job.

Education

Self-Improvement

The focus of this podcast is to discuss various retirement topics from an outsider’s point of view. In terms of this podcast, an outsider is: 1. Someone who is not retired 2. Someone who is not a financial advisor 3. Someone who is not a CPA, lawyer or healthcare advisor Our intent is to make some sense out of all the financial, accounting, estate planning and healthcare jargon … from an outsider’s perspective. In addition, we will discuss some of the behavioral aspects that come with not being tied down to a 9-5 job.

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Ep. 7 - Use IRS Rules to Your Advantage and Retirement Jobs

Ep. 7 - Use IRS Rules to Your Advantage and Retirement Jobs