Tax Planning for and During Retirement

In this episode of The Money Club Podcast, David Belisle discusses the importance of tax planning, especially for retirees. They emphasize the difference between tax preparation and tax planning, highlighting the proactive strategies that can help individuals manage their tax liabilities effectively. The conversation delves into the significance of distribution strategies for retirement accounts, the implications of Required Minimum Distributions (RMDs), and the need for personalized financial planning to optimize tax efficiency. David shares insights on how to navigate these complexities and encourages listeners to seek professional guidance to avoid costly mistakes.

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