Delaying Taxes in Retirement Isnt Always Best, Award-Winning Paper Shows, Ep #288

Published: March 20, 2023, 8 a.m.

Do you want to know how you can fully utilize your biggest advantage over the IRS? Listen to this episode to find out.\xa0

Today, we explore a\xa0ThinkAdvisor.com\xa0article that turns traditional retirement tax thinking on its head. Then, Bret helps me answer a listener's question about opening a Roth IRA when your salary is too high. Bret has a great tip that you may not have thought of before. Finally, you\u2019ll hear from Mike in Tuscon who is engaging in his love of music in retirement. Don\u2019t miss out on this episode to hear how you can plan to improve your retirement.

Outline of This Episode
  • [1:22] Delaying taxes in retirement isn\u2019t always the best
  • [5:10] My thoughts
  • [7:42] What about opening a Roth IRA and only making Roth conversions
  • [12:45] How Mike is investing in himself
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