EPISODE · Mar 20, 2025 · 22 MIN
68 - How to Avoid Overpaying the IRS
from Peeling Back Money and Life · host Casey Redmond and Mike Dunlop
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 strategiesWhether 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.ResourcesEpisodes When NOT to do a Roth Conversion How and Why to do a Roth Conversion
What this episode covers
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 strategiesWhether 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.ResourcesEpisodes When NOT to do a Roth Conversion How and Why to do a Roth Conversion
NOW PLAYING
68 - How to Avoid Overpaying the IRS
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m