5 Tax Strategies to Save You Money in Retirement

Retirement planning is more than just saving money; it's about making your savings last as long as you do. Today Scott is going to share five crucial tax strategies that can significantly impact your financial future.

Here’s what we cover in this episode:

0:00 – Intro

1:19 – Why tax planning is critical to today’s retirement plan.

3:13 – Roth conversions

5:38 – Harvesting capital gains

7:15 – Tax diversification

9:41 – Required minimum distributions

12:39 – Health savings accounts

 

Read Scott's Kiplinger article:

https://www.kiplinger.com/retirement/tax-strategies-to-help-your-money-last-in-retirement

 

Want to connect with us?  

Web: https://listentoscott.com/

Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724

 

Watch the show on YouTube: https://bit.ly/3RiT7Ky