Brian Akers and Alex Monk discuss tax planning strategies for retirees, emphasizing the importance of understanding current and future tax rates to make informed decisions about income distribution, Roth conversions, and asset sales. They highlight the benefits of selling assets with large taxable gains in the early years of retirement to stay in the 12% tax bracket, and the potential of Roth conversions to reduce future tax burdens. Both speakers emphasize the importance of planning ahead to minimize tax liabilities and maximize after-tax returns.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
