Common Tax Mistakes You Could be Making
How much do taxes really matter in retirement? A lot. In this episode, Kamie Blair and Dan Langworthy explain how marginal tax brackets work, why “only the dollars above the line” jump into the next bracket, and practical ways to stay flexible with pre-tax, after-tax, and Roth buckets. We also cover Roth conversions (even in your 70s), the difference between tax prep and tax strategy, and a real client story showing how tax-free dollars kept a couple in a lower bracket when buying big-ticket items.You’ll learn:When to start tax planning (earlier than you think)How multiple income sources…
The skinny
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