Most Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.

Show Notes

0:45 - Main Topic: Most Common Retirement Planning Questions About Taxes

1:51 - Am I Going To Have Deductions In Retirement?

4:09 - Being In A Lower Tax Bracket In Retirement

5:26 - Are All Of My Retirement Accounts Taxed The Same?

7:15 - Bad Tax Mistake

9:20 - Tax-Free Retirement

11:11 - Moving To A No Tax Income State

13:24 - Tax Planning Strategy Story

15:31 - Mailbag: Wendy Asks About The Roth Option For Her 401(k)

17:01 - Upcoming Online Workshop-7 Steps to Take in the Face of Dementia

Have questions about any of the topics we covered in today's podcast? Reach out to me at 480-513-1830, or schedule a call via my calendar.