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
