

Delaying Taxes in Retirement Isn’t Always Best, Award-Winning Paper Shows, Ep #288
Mar 20, 2023
19:17
Do you want to know how you can fully utilize your biggest advantage over the IRS? Listen to this episode to find out.
Today, we explore a ThinkAdvisor.com article that turns traditional retirement tax thinking on its head. Then, Bret helps me answer a listener's question about opening a Roth IRA when your salary is too high. Bret has a great tip that you may not have thought of before. Finally, you’ll hear from Mike in Tuscon who is engaging in his love of music in retirement. Don’t miss out on this episode to hear how you can plan to improve your retirement.
Outline of This Episode- [1:22] Delaying taxes in retirement isn’t always the best
- [5:10] My thoughts
- [7:42] What about opening a Roth IRA and only making Roth conversions
- [12:45] How Mike is investing in himself
- Delaying Taxes in Retirement Isn’t Always Best, Award-Winning Paper Shows
- Personal Capital
- Betterment
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