• How to Maximize Tax Efficiency in Retirement

  • 2025/05/01
  • 再生時間: 13 分
  • ポッドキャスト

How to Maximize Tax Efficiency in Retirement

  • サマリー

  • Taxes can be one of the biggest threats to your retirement income if you are not careful. In this episode, Collin Stauffer explains why future tax rates could be higher, how Required Minimum Distributions can hurt your tax bracket, and what steps you can take now to protect yourself. Learn why smart planning, Roth conversions, and balancing withdrawals across different accounts can help you keep more of your money over the long run.

    📞 Book a call with me: https://www.staufferrp.com/contact-us/

    ❓Have a question that you'd like us to answer on the show? Submit your questions to questions@redrockretirementradio.com

    Website: https://redrockretirementradio.com

    Collin Stauffer is a multi-licensed advisor, author, and entrepreneur.

    DISCLAIMER: This podcast is for educational purposes only and should not be considered tax, legal, or investment advice. All information is general in nature and may not apply to your specific situation. You should consult a qualified professional before making any financial decisions.

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あらすじ・解説

Taxes can be one of the biggest threats to your retirement income if you are not careful. In this episode, Collin Stauffer explains why future tax rates could be higher, how Required Minimum Distributions can hurt your tax bracket, and what steps you can take now to protect yourself. Learn why smart planning, Roth conversions, and balancing withdrawals across different accounts can help you keep more of your money over the long run.

📞 Book a call with me: https://www.staufferrp.com/contact-us/

❓Have a question that you'd like us to answer on the show? Submit your questions to questions@redrockretirementradio.com

Website: https://redrockretirementradio.com

Collin Stauffer is a multi-licensed advisor, author, and entrepreneur.

DISCLAIMER: This podcast is for educational purposes only and should not be considered tax, legal, or investment advice. All information is general in nature and may not apply to your specific situation. You should consult a qualified professional before making any financial decisions.

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