Your IRA, Your Taxes, Your Retirement: Making Smarter Decisions
Tax planning is about thinking ahead, and understanding how today’s financial decisions could affect your taxes tomorrow.
In this episode of The About Podcast, Jeremy Scott and Roy Hucke explain the difference between tax planning and tax preparation, how tax brackets actually work, and why planning becomes especially important as retirement approaches.
Through practical examples, they explore taking money from an IRA to pay off a mortgage, timing Roth conversions, charitable giving, and how retirement income can affect Medicare premiums. They also discuss why a surviving spouse could face a…
The skinny
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