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Podcast: Retire With Style
Episode: Episode 215: Are You Paying More in Retirement Taxes Than You Should?
Description: In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau discuss the launch of the third edition of the Retirement Planning Guidebook and respond to audience questions on tax planning and retirement strategy. They explain what’s new in the latest edition, explore tax-efficient planning concepts including Roth conversions, and unpack key issues such as drawdown strategies and preferential income stacking. The conversation also touches on potential future tax changes, offering practical insights to help listeners make more informed retirement planning decisions.
Takeaways
The third edition of the Retirement Planning Guidebook is...