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Play #3: The Do’s and Don’ts of Retirement Taxes | Ep 32
In this episode, Mark Zagurski tackles Play #3 of the Seven Plays series: mastering the do’s and don’ts of retirement taxes. Taxes can be one of the biggest expenses in retirement, especially with pre-tax accounts like 401(k)s and IRAs. Mark explains the importance of asset location, strategically choosing taxable, tax-deferred, and tax-free accounts to minimize tax liability. He debunks the myth of a flat 30% tax rate, illustrating how progressive tax brackets and effective tax rates work, and shares strategies for diversifying your portfolio across account types for flexibility and control…
The skinny
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