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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Tax-Efficient Retirement Planning Strategies
01:48 • 4min
Exploring Tax Diversification and Effective Marginal Tax Rate in Retirement Planning
05:48 • 4min
Navigating Complex Tax Concepts and Software in Financial Planning
09:35 • 2min
Strategic Tax Planning and Long-term Income Variation in Financial Advisory
11:11 • 4min
Maximizing After-Tax Spending Power in Retirement through Strategic Tax Planning
15:09 • 11min