EPISODE · May 8, 2026 · 12 MIN
How to Minimize Taxes on Your Live On Assets in Retirement
from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi
Most retirees never separate their Live On assets (moneythey’ll spend) from their Leave On assets (money for heirs). This one mistake often leads to higher taxes, unnecessary risk, and a smaller legacy. In this episode I walk through the simple way to calculatethe split and share the four most effective strategies to minimize taxes on the money you actually need to live on — including Roth conversions, QCDs, smart withdrawal sequencing, and proper asset allocation. Download the free **Smart Tax Shield Legacy Playbook** →Book your no-cost Smart Retirement Model session →LeonardiFamilyWealthcare.com #LiveOnAssets #RetirementTaxPlanning #RMD #QCD#SmartRetirement
What this episode covers
Most retirees never separate their Live On assets (moneythey’ll spend) from their Leave On assets (money for heirs). This one mistake often leads to higher taxes, unnecessary risk, and a smaller legacy. In this episode I walk through the simple way to calculatethe split and share the four most effective strategies to minimize taxes on the money you actually need to live on — including Roth conversions, QCDs, smart withdrawal sequencing, and proper asset allocation. Download the free **Smart Tax Shield Legacy Playbook** →Book your no-cost Smart Retirement Model session →LeonardiFamilyWealthcare.com #LiveOnAssets #RetirementTaxPlanning #RMD #QCD#SmartRetirement
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How to Minimize Taxes on Your Live On Assets in Retirement
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