In this episode of Peeling Back Money and Life, Mike and Casey dive into essential strategies for minimizing taxes during retirement. They explore various income sources that can trigger tax liability and discuss smart planning techniques, including:
• How to manage Required Minimum Distributions (RMDs)• The benefits of delaying Social Security• Strategic Roth conversion opportunities• Tax-efficient charitable giving methods• Capital gains harvesting strategies
Whether you're approaching retirement or already there, this episode provides actionable insights to help you keep more of your hard-earned money and avoid overpaying the IRS.
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