3 Keys to Smarter Retirement Tax Planning

Most people think retirement success depends on the stock market, but one of the biggest factors that determines whether your money lasts isn't what you invest in, it's when and how you withdraw it. 

In this episode, we break down the 3 key tax levers that can dramatically impact your lifetime retirement income: Required Minimum Distributions, Roth Conversions, and Social Security. These income sources are deeply interconnected, and if you don't coordinate them properly, you could pay far more in taxes than necessary. 

Learn how the sequence of withdrawals can matter even more than your rate of return, and how a thoughtful strategy can protect your nest egg for decades. Listen in. 

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