Retirement Ready - Tax Planning in Retirement

Tax Planning in Retirement

11/09/23 • 12 min

3 Listeners

Next to income, tax planning is the most important thing Eric focuses on with his clients. If you can control how much tax you pay, it’s more money you get to keep, spend, and enjoy. Retirement is a prime time to focus on tax planning as you have more opportunity to control the taxes you owe. Listen in as we talk about tax planning in retirement!

Here’s some of what we discuss in this episode:

Why is tax planning important?
How do the tax brackets work?
What does a Roth conversion strategy look like?

Get in touch with the Peterson Financial team: https://petersonfg.com/

Here’s some of what we discuss in this episode:

Why is tax planning important?
How do the tax brackets work?
What does a Roth conversion strategy look like?

Get in touch with the Peterson Financial team: https://petersonfg.com/

Previous Episode

Overconfidence in Your Financial Life

When can overconfidence cause catastrophe? If you are setting your financial goals based on a rule of thumb or a certain arbitrary dollar amount, you might want to reconsider. Having overconfidence, especially in the wrong things, can lead to financial disaster.

Here’s some of what we discuss in this episode:

Overconfidence in the stock market.
Overconfidence in a certain dollar amount for retirement.
Overconfidence a financial rule of thumb.
Overconfidence in your own understanding.
Overconfidence in your decision-making process.

Get in touch with the Peterson Financial team: https://petersonfg.com/

Next Episode

Risk Aversion

No one loves losing money. So how do you strike the right balance of investing vs. being overly risk averse? Eric talks through how he guides clients through this dilemma. You might be surprised to find out your investment accounts are riskier than you realized!

Here’s some of what we discuss in this episode: