With tax season around the corner, we get a lot of questions about taxes. Many don’t understand that their tax strategy completely changes in retirement.
In this episode, we will cover some of the key points about your taxes in retirement. By taking the time now to maximize your contributions and your savings in a tax-efficient manner, you’ll put yourself in a stronger position down the road. Today’s show will tell you some of the key areas of taxes we’re paying attention to when working with clients.
Join us on today’s episode as we break down these major topics:
- How should my tax strategy change as I transition into retirement? [1:14]
- In 2026 taxes codes will revert to the Obama administration era of taxes if there are no changes. Will there be as many deductions in retirement with that code? [3:43]
- How effective is it to move to a state with no income taxes? [14:30]