251. How to Potentially Save $136,000 on Your Retirement Tax Bill
Most retirees overpay in taxes, not because they've done anything wrong, but because nobody has ever built a long-term tax plan around their retirement. In this episode of Retiring Today, Molly, Loren, and Clint show you how a coordinated tax, income, and investment plan could potentially save you $140,000 on your retirement tax bill. We cover why the tax blind spots exist, what it looks like when your advisor and tax preparer finally work together, and how a structured approach to withdrawals – the NOW, LATER, and FOREVER bucket framework – helps you keep more of the money you've worked a…
The skinny
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