Pay Less Tax - Levelize

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian Akers and Jeff Akers discuss strategies for minimizing taxes in retirement through the concept of "levelizing." They explain how current tax decisions can impact future tax liabilities, emphasizing the importance of understanding tax brackets and the benefits of contributing to Roth accounts. They highlight that the 2025 tax brackets range from 10% to 37%, with significant jumps at certain income levels. They also discuss the impact of state taxes, such as Maryland's, and the potential benefits of moving to tax-free states. The key takeaway is to plan now to pay less tax over a lifetime, ensuring financial stability in retirement.

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This episode is 52 minutes long.

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This episode was published on March 29, 2025.

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