WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 13 March 2025
⏱️ 52 minutes
🧾️ Download transcript
Summary
Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts and maximizing tax in retirement. Then we answer a few estate planning questions. The first is around if it is important to avoid probate and then talk about SLAT trusts.
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Transcript
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| 0:00.0 | This is the White Coat Investor podcast, where we help those who wear the white coat get a fair shake on Wall Street. |
| 0:06.2 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
| 0:16.0 | This is White Coat Investor podcast number 410. |
| 0:19.2 | Brought to you by Laurel Road for Doctors. |
| 0:20.9 | Laurel Road is committed to serving the unique financial needs of residents and doctors. |
| 0:24.7 | We help to make your money work harder and smarter. |
| 0:28.0 | If credit card debt is weighing you down, you're struggling with monthly payments, a personal |
| 0:31.1 | loan designed for residents with special repayment terms during training, could help you |
| 0:35.1 | consolidate your debt. |
| 0:36.5 | Check if you qualify for a lower rate. |
| 0:38.4 | Plus, whiteco investors also get an additional rate discount when they apply through lower |
| 0:41.8 | road.com forward slash WCI. For terms and conditions, please visit www. lower road.com |
| 0:48.5 | forward slash WCI. That's www. lower road.com forward slash WCI. |
| 0:57.0 | Lower Road is a brand KeyBank and a member FDIC. |
| 1:00.2 | All right, welcome back to the podcast. |
| 1:03.2 | This one we're recording in February 20th. |
| 1:06.0 | This is going to run out March 13th. So it's almost a month, three plus weeks in between recording and publication. |
| 1:13.3 | And usually what happens when we do this is something dramatic changes in the world, right? |
| 1:19.1 | Who knows? |
| 1:19.9 | There seems like there's something new coming out of Washington every week. |
| 1:23.0 | So if you feel like this podcast is totally out of touch with what's going on in the world. |
| 1:28.0 | That's why, right? |
... |
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