4 Taxes To Avoid

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian AKERS and Alex Monk, both Certified Financial Planners, discuss strategies to avoid taxes in retirement. They emphasize the importance of proper financial planning to minimize lifetime tax burdens. Key points include avoiding federal income tax by maximizing deductions and Roth conversions, avoiding mistake taxes like excess IRA contributions and estimated tax penalties, and understanding penalty taxes on early withdrawals and inherited IRAs. They also highlight the benefits of tax-efficient investing, such as tax harvesting and using tax-advantaged accounts. AKERS Financial Group offers free consultations to help individuals plan for their retirement.

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4 Taxes To Avoid

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This episode is 51 minutes long.

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This episode was published on March 7, 2026.

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