• Navigating Tax Strategy in Retirement

  • Jun 18 2024
  • Durée: 19 min
  • Podcast

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Navigating Tax Strategy in Retirement

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  • Résumé

  • This week the conversation revolves around two main themes: tax strategy in retirement and the impact of inflation on retirement planning. Aaron Vincent and Matt Decker discuss the misconception that taxes will go away or decrease significantly in retirement and emphasize the importance of having a tax strategy. They share strategies to help limit tax bills, such as Roth conversions and thoughtful withdrawal decisions. The conversation then shifts to the challenges of downsizing or buying a smaller home in the current housing market. Aaron and Matt advise clients on making informed decisions and not feeling pressured by market conditions. Finally, they address the impact of inflation on retirement expectations and the need for stress testing retirement plans to account for variables like market volatility, inflation, and long-term care costs.

    For more information visit www.retireatlradio.com

    See omnystudio.com/listener for privacy information.
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Finances personnelles Économie
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