WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate
White Coat Investor Podcast
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Navigating Tax Strategies for Retirement Accounts
This chapter explores methods for forecasting tax liabilities related to retirement accounts, focusing on the impact of taxes on after-tax brokerage accounts. It discusses tax drag on dividends, the long-term value of reinvested dividends, and various asset classes' tax efficiency. Additionally, it emphasizes the importance of understanding tax brackets and planning for taxes during retirement, while providing insights into managing obligations effectively.
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