Retirement Tax Management: The Opportunity to Manage Tax Brackets

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Education, Investmentmanagement, Saving, Self-improvement, Careerplanning, Retirement, Business, Lifeplanning, Investing, Retirementplanning, Financialplanning, Retirementpodcast

4.6 • 1.2K Ratings

🗓️ 6 November 2019

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

Wait, did you think that tax management would become easier in retirement? That’s hilarious! Managing your taxes in retirement can be a scary endeavor. There are new terms popping up at you from every direction. That’s why we’re taking this...

Transcript

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0:00.0	Wait, wait, let me get this straight. You thought that when you retired, your tax headaches would go away?
0:10.0	Ha ha! No, no, my friend.
0:17.0	Okay, they may not be the migraines that you may have experienced in the past.
0:23.3	But they're still there.
0:24.2	Let me introduce you to Irma, RMD, the IRS,
0:29.2	and the Social Security Administration. There are still. security administration.
0:34.0	There are still tax issues in retirement and that my friend is what we're going to cover this entire month on the retirement answer man show.
0:45.0	Welcome to the show.
0:46.4	My name is Roger Whitney.
0:48.7	And if you have not been with us before,
0:51.3	this is the show dedicated to helping you not just survive
0:56.8	retirement, a two-rock retirement. And in retirement I do think tax management is one of the least understood, least utilized
1:09.3	levers that we have to really make a difference in your journey into retirement.
1:14.0	So we're going to explore that this entire month on the show, so I'm excited that you're
1:18.5	here. Now before we get into the show, I'm going to let you know we're doing something special in
1:24.3	November and it involves you this is our annual listener survey and this is what we
1:32.1	use to revamp the show and plan our entire content
1:37.7	calendar for 2020 of what we're going to talk about on the show so I really need your help.
1:43.4	If you're a member of Six Shot Saturday you're going to get an email asking you to
1:48.0	take the quick survey so you can share your thoughts of what you would want to hear
1:51.6	what you like what you don't like or you would want to hear, what you like, what you don't like.
1:53.6	Or you can go to Roger Whitney.com forward slash survey and take a very quick survey
	...

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