Tax planning—and anything related to taxes, in general—isn’t most people’s favorite topic. But because we’re getting toward the end of the year, it’s actually a great time to think about tax planning and all of its benefits. In this episode of Retire with Ryan, I’ll share 7 things you should think about that can (and will) help save you money in retirement.
You will want to hear this episode if you are interested in...
- [1:17] Check out my course: Retirement Readiness Review
- [2:14] Tip #1: Look at your Social Security taxes
- [3:57] Tip #2: Watch your income once you go on Medicare
- [6:37] Tip #3: Consider doing a Roth conversion
- [11:18] Tip #4: Take a close look at required minimum distributions
- [13:06] Tip #5: Think about capital gains and losses
- [14:09] Tip #6: Pay the correct taxes to the IRS
- [15:07] Tip #7: Look at your state’s income tax breaks
Resources Mentioned
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