Never Pay Taxes Again?
Manage episode 411390106 series 3468502
Brian Akers and Alex Monk discuss tax strategies for retirement, including Roth conversions, tax planning, and understanding means-tested Medicare premiums. They emphasize the importance of considering tax implications and cash flow when making decisions related to retirement planning, and highlight the benefits of doing a Roth conversion in the year of a spouse's death to reduce lifetime income taxes. They also discuss the benefits of Roth IRA conversions and retirement planning strategies, emphasizing the need to pay taxes now rather than later to avoid higher tax brackets, particularly for older spouses.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
162 episoder