The conversation discusses what is and what isn't taxed in retirement and provides suggestions on creating a tax-efficient strategy. The chapters cover topics such as taxable retirement income, taxation of pensions and interest-bearing accounts, taxation of stock sales and dividends, taxation of IRAs and life insurance proceeds, taxation of home sales and annuities, introduction to Roth IRAs, benefits of Roth IRAs, tax-free withdrawals in retirement, incorporating bucket list into life planning, and a conclusion with Q&A

Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/

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