5 Tax Strategies to Save You Money in Retirement

2024-12-26

Retirement planning is more than just saving money; it's about making your savings last as long as you do. Today Scott is going to share five crucial tax strategies that can significantly impact your financial future. Here’s what we cover in this episode: 0:00 – Intro 1:19 – Why tax planning is critical to today’s retirement plan. 3:13 – Roth conversions 5:38 – Harvesting capital gains 7:15 – Tax diversification 9:41 – Required minimum distributions 12:39 – Health savings accounts Read Scott's Kiplinger article: ht...

Here’s what we cover in this episode:

0:00 – Intro

1:19 – Why tax planning is critical to today’s retirement plan.

3:13 – Roth conversions

5:38 – Harvesting capital gains

7:15 – Tax diversification

9:41 – Required minimum distributions

12:39 – Health savings accounts

Read Scott's Kiplinger article:

https://www.kiplinger.com/retirement/tax-strategies-to-help-your-money-last-in-retirement

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