Jeremiah Bates and Brian Wiley dive into key strategies for tax-efficient retirement income, focusing on Roth conversions and income planning. By understanding tax implications and income thresholds—such as those impacting Medicare premiums and ACA credits—retirees can strategically use Roth conversions to minimize taxes and optimize inheritance planning. This approach helps protect against unexpected tax burdens and offers beneficiaries the advantage of tax-free inherited funds.

The guys also explore how market behavior and national events, like elections, impact investment decisions, emphasizing the importance of maintaining a long-term strategy despite short-term uncertainties. Additionally, they offer insights into national debt concerns as Brian and Jeremiah examine the U.S. debt-to-GDP ratio and its implications for economic stability.

 

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

 

Hosts:

Brian Wiley & Jeremiah Bates

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SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

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