PODCAST · education
Frank Finly — Retirement Planning & Tax Strategies
by Frank Finly
Frank Finly breaks down retirement planning, tax strategies, and the numbers that actually matter — in plain English. From Roth conversions and Social Security timing to withdrawal strategies and tax-efficient income planning, each episode turns complex financial decisions into clear, actionable guidance.Free retirement calculators and guides at https://frankfinly.com
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Backdoor Roth IRA: The Step-by-Step Guide for High Earners
The backdoor Roth IRA lets high earners bypass income limits. Here are the exact steps, the pro-rata trap, and how to avoid mistakes.Topics covered: backdoor roth ira, backdoor roth.Read the full articleFree retirement planning toolsSources mentioned:- IRS — Roth IRAs- IRS Publication 590-A — Contributions to IRAs- IRS Form 8606 — Nondeductible IRAs- IRS — Rollovers of Retirement Plan and IRA Distributions
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What Is a Roth IRA? Roth vs Traditional — The 2026 Tax Decision
Pay taxes now or pay taxes later? The answer isn't as obvious as it seems — and getting it right can mean tens of thousands more in retirement income.Topics covered: what is a roth ira, roth ira vs traditional ira.Read the full articleFree retirement planning toolsSources mentioned:- IRS — Traditional and Roth IRAs- IRS — Publication 590-A- IRS — Publication 590-B- IRS — Required Minimum Distributions- IRS — Tax Rates and Brackets
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ABOUT THIS SHOW
Frank Finly breaks down retirement planning, tax strategies, and the numbers that actually matter — in plain English. From Roth conversions and Social Security timing to withdrawal strategies and tax-efficient income planning, each episode turns complex financial decisions into clear, actionable guidance.Free retirement calculators and guides at https://frankfinly.com
HOSTED BY
Frank Finly
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Frequently Asked Questions
How many episodes does Frank Finly — Retirement Planning & Tax Strategies have?
Frank Finly — Retirement Planning & Tax Strategies currently has 2 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Frank Finly — Retirement Planning & Tax Strategies about?
Frank Finly breaks down retirement planning, tax strategies, and the numbers that actually matter — in plain English. From Roth conversions and Social Security timing to withdrawal strategies and tax-efficient income planning, each episode turns complex financial decisions into clear, actionable...
How often does Frank Finly — Retirement Planning & Tax Strategies release new episodes?
Frank Finly — Retirement Planning & Tax Strategies has 2 episodes. Check the episode list to see recent publication dates and frequency.
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Who hosts Frank Finly — Retirement Planning & Tax Strategies?
Frank Finly — Retirement Planning & Tax Strategies is created and hosted by Frank Finly.
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