Pre-Retirement Tax Planning: Things to Know to Save Big in Retirement

from Ready For Retirement · host James Conole, CFP®

Retirement tax planning should begin well before retirement. Listener Jodie, with over $2 million in assets in various types of accounts, is concerned about the high tax bracket she anticipates she be in in retirement. Is there a tax strategy that would put her in a lower tax bracket? James explores some often-overlooked tax strategies that can save retirees thousands in retirement, especially for those like Jodie with diverse portfolios.Questions answered:How could my home be part of my tax strategy?How can understanding different income sources and account types can help minimize tax burdens in retirement?Timestamps:0:00 - Jody’s question3:54 - The home7:06 - Inflation and tax thresholds11:04 - Cash flow vs taxable income15:07 - Withdrawal strategy19:30 - SummaryCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

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How long is this episode of Ready For Retirement?

This episode is 21 minutes long.

When was this Ready For Retirement episode published?

This episode was published on July 23, 2024.

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