Retirement Tax Services Podcast cover image

Retirement Tax Services Podcast

“The Retirement Planning Guidebook” with Dr. Wade Pfau

Apr 22, 2024
Dr. Wade Pfau, retirement income researcher, shares insights on tax-efficient retirement planning strategies and maximizing after-tax spending power in retirement. Topics include tax diversification, effective marginal tax rates, and utilizing software for complex tax concepts. The conversation emphasizes the importance of collaborating with CPAs for comprehensive tax advice and long-term income variation planning.
26:07
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Episode guests

Wade Pfau

Podcast summary created with Snipd AI

Quick takeaways

  • Optimizing tax-efficient distributions across various account types maximizes after-tax retirement income.
  • Bridging the gap between complex tax strategies and client comprehension is crucial for effective financial planning.

Deep dives

Tax Planning and Retirement

Discussing tax planning and retirement, the podcast host and guest, Dr. Wade Fau, explore the importance of incorporating taxes into future financial planning. Dr. Wade, with extensive experience in retirement research, emphasizes the significance of comprehensive retirement income plans. He highlights the importance of tax-efficient distributions and strategic coordination of taxable, tax-deferred, and tax-free accounts to maximize after-tax spending power in retirement.

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