Holistic Wealth and Health Podcast

Episode 54: Tax Management Strategies for Retirement Part 2

Listen Later

Ever wondered how billionaires like Warren Buffett and Jeff Bezos often pay lower tax rates—and what strategies you might be able to apply to your own situation? In this second part of their conversation, host Bryan Bibbo and Dave Alison, CFP, EA, BPC, dive deeper into practical tax management strategies that can help you reduce your lifetime tax burden. 

Dave reveals why tax management isn’t a one-time event but an ongoing process that adapts to your changing life circumstances and evolving tax laws.  Listen for actionable insights on how to smooth out income peaks and valleys, capitalize on low-tax years, and keep more money in your family instead of unnecessarily giving it to the government. 

Key Topics: 

  • Smoothing Income Peaks and Valleys: Strategic ways to level out your income across tax years to avoid higher marginal rates and capitalize on lower brackets 
    • Hidden Tax Traps: Common mistakes that can turn a 22% tax withdrawal into a 50% tax hit—and how to avoid them 
      • Coordinating Asset Management and Tax Planning: Why working in silos costs you money and how integrated planning creates tax-saving opportunities 
        • The Billionaire Tax Strategy: Understanding why the ultra-wealthy pay lower tax rates and how you can apply similar principles to your own retirement planning 
          • ...more
          View all episodesView all episodes
          Download on the App Store
          Holistic Wealth and Health PodcastBy Jason L Smith
          • 5
          • 5
          • 5
          • 5
          • 5

          5

          2 ratings

          More shows like Holistic Wealth and Health Podcast

          View all
          The Mel Robbins Podcast by Mel Robbins

          The Mel Robbins Podcast

          19,998 Listeners