EPISODE · Sep 17, 2019 · 22 MIN

Retirement Tax Planning (EP. 59)

from Upticks: A Financial Planning & Investment Podcast · host Jake Falcon

In episode 59 of "Upticks" Jake and Matt take a deep dive into retirement tax planning. Tune in as Jake and Matt discuss Matt's most recent blog series about relocating and the taxes involved. Matt's blogs cover property tax planning, income taxes, and much more! Jake and Matt also discuss the idea of using Roth IRAs as a barbell strategy to help with tax planning.

Episode metadata supplied by the publisher feed · Published Sep 17, 2019

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Retirement Tax Planning (EP. 59)

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