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Stay Wealthy Retirement Show

Mar 5, 2019

Are you a working professional? If so, now is the perfect time to make smart moves to lower taxes in retirement.

Nearing retirement or already retired? Don't worry, it's not too late to win the game against the I.R.S.

Remember, it's very possible to have a higher tax bill in retirement than as a working professional.

Where do these taxes come from?

  • Required Minimum Distributions (RMDs)
  • Social Security
  • Pensions
  • Real Estate Income
  • Roth Conversions
  • Interest and Dividends
  • Capital Gains

Without the proper planning, you could be in for a rude awakening.

Check out this week's podcast episode to learn how you can reduce your tax bill in retirement. I'm breaking it down for you in plain English.

Show Notes & Links:

DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.