• The Importance of Tax Planning in Retirement

  • Feb 7 2025
  • Length: 26 mins
  • Podcast

The Importance of Tax Planning in Retirement

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  • Summary

  • In Episode 183, Fred Saide discusses effective strategies for generating tax-free retirement income and the importance of tax planning in retirement. He emphasizes that many retirees may not realize their tax situation could worsen and highlights the significance of withdrawal strategies and tax implications on Social Security and Medicare. The conversation also delves into Roth conversions, their benefits, and the necessity of a comprehensive tax strategy to navigate the complexities of the tax code and ensure financial stability in retirement.

    Reach Fred Saide at 800-593-8188.

    Money Matters USA

    www.moneymattersusa.net

    www.wealthensure.com

    See omnystudio.com/listener for privacy information.
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