Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
The Most Valuable Tax Planning Window in Retirement
Many retirees have a unique period between retirement and the start of Social Security and Required Minimum Distributions (RMDs) when their taxable income may be significantly lower than it will be later in retirement.
In this episode, Tyler Emrick, CFA®, CFP®, explains why this retirement tax planning window may be one of the biggest opportunities affluent retirees have to improve lifetime tax efficiency.
Tyler covers:
Why taxes often increase later in retirement
Roth conversion opportunities before RMDs
Capital gains harvesting strategies
Social Security timing considerations
Medicare IRMAA…
The skinny
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