“The Retirement Planning Guidebook” with Dr. Wade Pfau
Retirement Tax Services Podcast
00:00
Maximizing After-Tax Spending Power in Retirement through Strategic Tax Planning
The chapter emphasizes the importance of tax planning in retirement, focusing on strategies like smoothing out withdrawals over time and utilizing Roth conversions strategically. It discusses the shift towards advisors prioritizing tax planning and the significance of software in tax-efficient distribution planning for clients. The conversation highlights the complexity of tax laws and the need for tailored financial strategies to meet individual goals and circumstances.
Transcript
Play full episode
