Episode 7: it's what you keep...TAXES
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
Episode 7: it's what you keep...TAXES
-
ナレーター：
-
著者：
このコンテンツについて
In this episode of the Retirement Planning Podcast, host Darrin McComas from Evergreen Wealth Advisors discusses the critical aspect of tax planning in retirement, as part of the series 'It's Not What You Make, It's What You Keep'. Darrin emphasizes the importance of having a long-term retirement plan rather than chasing stock market returns. He highlights the necessity of being proactive about tax planning to mitigate future tax burdens, particularly with regards to required minimum distributions from pre-tax accounts like IRAs and 401(k)s. Darrin explains various tax considerations, including Roth IRA conversions and the widow tax trap, to help retirees maximize their savings and minimize taxes. He underscores the integration of 'The Bucket Plan' and the strategic management of different tax funnels to ensure a tax-efficient and durable retirement plan. Darrin concludes by encouraging listeners to be proactive and to seek advice through a free consultation to better prepare for future financial stability.