In this conversation, Tom, Brian, and Megan discuss various strategies for retirement planning, focusing on reducing taxable income, the benefits of Roth IRAs, and the importance of financial planning. They explore the implications of tax strategies, including Roth conversions and annuities, and emphasize the need for personalized financial advice to navigate retirement successfully.

Have a question about retirement? Email us at [email protected]—we might answer it on an upcoming episode! You can also visit annuityfyi.com for more expert insights.

Chapters

00:00 - Introduction and Guest Introduction

01:43 - Strategies for Reducing Taxable Income in Retirement

10:09 - Roth Conversions and Tax Planning

14:21 - The Importance of Financial Planning and Strategy