Go offline with the Player FM app!
The Truth About Tax Brackets and Your Future
Manage episode 486808634 series 2120250
Think you’ll pay less in taxes when you retire? Think again. Discover why tax diversification might be the secret to keeping more of your money in retirement—and why most people get it wrong.
In this episode, April Schoen unravels the surprisingly complex world of taxes in retirement and reveals actionable strategies for tax-efficient retirement planning.
You’ll discover…
- A common retirement tax mistake that could cost you thousands
- Why your retirement income might be higher—and more taxable—than you expect
- Three critical types of investment accounts and how they each impact your future tax bill
- The power of Roth IRAs and cash value life insurance as overlooked tax planning tools
- What one simple analogy can teach you about planning for a tax-smart retirement
110 episodes
Manage episode 486808634 series 2120250
Think you’ll pay less in taxes when you retire? Think again. Discover why tax diversification might be the secret to keeping more of your money in retirement—and why most people get it wrong.
In this episode, April Schoen unravels the surprisingly complex world of taxes in retirement and reveals actionable strategies for tax-efficient retirement planning.
You’ll discover…
- A common retirement tax mistake that could cost you thousands
- Why your retirement income might be higher—and more taxable—than you expect
- Three critical types of investment accounts and how they each impact your future tax bill
- The power of Roth IRAs and cash value life insurance as overlooked tax planning tools
- What one simple analogy can teach you about planning for a tax-smart retirement
110 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.