In this episode of the Exact Wealth Show, hosts John Becker and Sarah Nugent-Noll discuss essential strategies for retirees to manage their tax burdens and navigate the complexities of retirement planning. They emphasize the importance of proactive tax strategies, such as withdrawing from tax-deferred accounts while rates are low and considering Roth conversions. The conversation also covers the significance of making informed retirement decisions, the impact of market corrections, and the necessity of creating a customized retirement plan tailored to individual needs and goals.
If you have any questions about your retirement call John and the team
at Exact Wealth 800-326-5688 or click here to visit our website.
Retirement, Planning, Taxes, 401K, IRA, QCD, RMD,
See omnystudio.com/listener for privacy information.
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