Taxes are on everyone's minds nowadays, and why not? A lot of retirement next egg money is contained in tax deferred accounts which people need to shell out to Uncle Sam from. Pat and Jesse discuss ways of proper tax planning which can help reduce the total amount you may owe the government. They also look at a proposal to possibly eliminate the so-called "back door Roth" conversion strategy for higher income earners which would make Roth conversions from a regular IRA to a Roth illegal if it passes in Congress.

The Purpose Driven Retirement Podcast is the podcast version of the weekly radio show with Pat Couture and Jesse Becker, financial advisors with Keystone, an Eau Claire, Wisconsin based firm. The program takes a look at topics related to retirement planning and the necessary areas to cover in putting together plans which are individually tailored to suit the needs to any particular individual or couple.