Retirement Tax Management: Withdrawal Strategies

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

🗓️ 27 November 2019

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

After all of the retirement tax management topics over the past few episodes, today we finally get to withdrawal strategies. We are wrapping up our monthlong series on retirement tax management, so make sure you listen to the previous 3 episodes to...

Transcript

Click on a timestamp to play from that location

0:00.0	Taxes.
0:08.0	Retirement.
0:10.0	Erma surcharges.
0:12.0	RMDs, Social Security.
0:17.0	There are so many things interacting together.
0:20.0	When you are planning taxes in retirement, it can be confusing.
0:26.0	Well, we're gonna try to wrap that all up today
0:30.0	on the Retirement answer man show.
0:32.6	My name is Roger Whitney.
0:34.1	I appreciate you being here.
0:35.8	I'm thankful this day before Thanksgiving
0:38.8	that you are joining me.
0:41.1	This is the show dedicated to helping you not just survive retirement.
0:46.0	We really do believe.
0:48.0	I believe you can rock retirement, regardless of what's happened in the past.
0:57.0	So today we are wrapping up our first monthly edition of Tax management in retirement.
1:05.0	Man, a month did not seem long enough.
1:08.0	There are so many things to dive into.
1:11.0	We will definitely be doing a monthly theme on this again.
1:15.0	But today we got to tidy it up because we're ending the month of November.
1:21.0	And so before we can do any of that, let's get to that all-important disclaimer.
1:26.5	All right, my friend, tax management, retirement, remember you need to speak with
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Roger Whitney, CFP®, CIMA®, RMA, CPWA®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Roger Whitney, CFP®, CIMA®, RMA, CPWA® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.