Preserving Your Retirement From Taxes

Even with the One Big Beautiful Bill extending lower tax rates until 2029, retirees still take it on the chin in various ways concerning taxes. Dave and Jonathan take a look at how people in retirement can use certain strategies to help preserve some of their money from Uncle Sam. They also find some tips for people who are natural savers and answer listener questions from the mailbag.The Altmeyer Financial Podcast is a podcast version of the weekly radio show featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.