Host Brett Fellows, CFP®, discusses strategies for certified registered nurse anesthetists (CRNAs) to lower their tax bill in retirement. Brett covers topics such as required minimum distributions (RMDs), traditional and Roth IRA accounts, Social Security benefits, partial Roth conversions, charitable donations, and managing taxes during gap years.
[01:58] Understanding required minimum distributions (RMDs) and their role in lowering taxes in retirement.
[06:07] The tax implications of traditional vs. Roth IRAs.
[08:41] How to lower taxes in retirement by taking advantage of gap years and optimizing Social Security benefits.
[12:25] Minimizing your tax liability in retirement with partial Roth conversions.
[13:48] How pensions and strategic charitable donations can affect your tax planning in retirement.
[19:21] Managing capital gains and expenses for tax efficiency.
[21:20] Tax planning for CRNAs working beyond age 70.
For more information and resources related to this episode, please visit the show notes.
