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Never Pay Taxes Again? episode artwork

EPISODE · Apr 6, 2024 · 51 MIN

Never Pay Taxes Again?

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian Akers and Alex Monk discuss tax strategies for retirement, including Roth conversions, tax planning, and understanding means-tested Medicare premiums. They emphasize the importance of considering tax implications and cash flow when making decisions related to retirement planning, and highlight the benefits of doing a Roth conversion in the year of a spouse's death to reduce lifetime income taxes. They also discuss the benefits of Roth IRA conversions and retirement planning strategies, emphasizing the need to pay taxes now rather than later to avoid higher tax brackets, particularly for older spouses.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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Never Pay Taxes Again?

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Frequently Asked Questions

How long is this episode of Winning in Retirement?

This episode is 51 minutes long.

When was this Winning in Retirement episode published?

This episode was published on April 6, 2024.

What is this episode about?

Send us Fan MailBrian Akers and Alex Monk discuss tax strategies for retirement, including Roth conversions, tax planning, and understanding means-tested Medicare premiums. They emphasize the importance of considering tax implications and cash flow...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Winning in Retirement episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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