On this episode of the Functional Retirement Podcast, host Thatcher Taylor,  delves into the relationship between taxes and retirement planning. He emphasizes the importance of considering tax implications not just for the current year, but for the entire span of retirement. Thatcher highlights the need to strike a balance between saving now and enjoying the benefits later, cautioning against focusing solely on preserving portfolio value in retirement. Tune in to learn more about optimizing tax savings throughout your retirement journey.

Timestamps:
02:16 Retirement spending and taxation.
06:30 Understanding effective tax rates.
08:09 Navigating tax brackets in retirement.
12:43 Tax implications of retirement withdrawals.
19:17 The tax trap.
20:13 Taxes in retirement dynamics.

✅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.