Sign up to save your podcasts
Or
Share S3 E3 - The Truth About Taxes in Retirement
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
S3 E3 - The Truth About Taxes in Retirement
In this episode of Retireable Podcast, hosts Mike Wallace and John Sauger dive into one of the most important yet often overlooked aspects of retirement planning: taxes. They break down the different types of retirement accounts—tax-deferred, taxable, and tax-free—and learn ways on how strategic tax planning can help make a significant impact on your financial future.
Key topics include:
✅ The difference between tax recording and tax planning
✅ Learn ways Roth conversions can help reduce your tax burden in retirement
✅ Why Social Security, pensions, and RMDs can create unavoidable tax implications
✅ The impact of tax law changes and why planning ahead is so important
✅ Strategies like tax-loss harvesting to help minimize unnecessary taxes
Whether you’re approaching retirement or already in it, understanding these strategies can help you keep more of your hard-earned money. Tune in to learn ways proper tax planning could save you hundreds of thousands of dollars over your lifetime!
View all episodes
By Financial Services of AmericaIn this episode of Retireable Podcast, hosts Mike Wallace and John Sauger dive into one of the most important yet often overlooked aspects of retirement planning: taxes. They break down the different types of retirement accounts—tax-deferred, taxable, and tax-free—and learn ways on how strategic tax planning can help make a significant impact on your financial future.
Key topics include:
✅ The difference between tax recording and tax planning
✅ Learn ways Roth conversions can help reduce your tax burden in retirement
✅ Why Social Security, pensions, and RMDs can create unavoidable tax implications
✅ The impact of tax law changes and why planning ahead is so important
✅ Strategies like tax-loss harvesting to help minimize unnecessary taxes
Whether you’re approaching retirement or already in it, understanding these strategies can help you keep more of your hard-earned money. Tune in to learn ways proper tax planning could save you hundreds of thousands of dollars over your lifetime!