EPISODE · Apr 29, 2022 · 55 MIN
Episode 68 - Must-Know Tax Strategies for Retirees
from Safer Retirement Radio · host Brian Decker - Owner and Founder - Decker Retirement Planning
On this week's show, Brian is joined by one of our planners, Neil Fenning, and they're talking tax strategies for retirees. Neil is one of our tax experts. They're going to cover tax saving vehicles and strategies, like a "back-door Roth", and what you can do now while taxes are near all-time lows. You'll also hear about how to use strategies and tools like charitable remainder unitrusts, net unrealized appreciation, donor advised funds, and others to help retirees both maximize their assets, but also provide income for the golden years!
What this episode covers
On this week's show, Brian is joined by one of our planners, Neil Fenning, and they're talking tax strategies for retirees. Neil is one of our tax experts. They're going to cover tax saving vehicles and strategies, like a "back-door Roth", and what you can do now while taxes are near all-time lows. You'll also hear about how to use strategies and tools like charitable remainder unitrusts, net unrealized appreciation, donor advised funds, and others to help retirees both maximize their assets, but also provide income for the golden years!
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Episode 68 - Must-Know Tax Strategies for Retirees
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