Is it important to look at what your tax bill will be in retirement? 09/21/25

23/09/2025 50 min
Is it important to look at what your tax bill will be in retirement? 09/21/25

Listen "Is it important to look at what your tax bill will be in retirement? 09/21/25"

Episode Synopsis

Is it important to look at what your tax bill will be in retirement? Matt and Rebecca discuss why it is important to be proactive with your retirement tax plan. They also discuss the differences between a will, a trust, and an estate plan, as well as whether the Big Beautiful Bill makes Roth conversions a least desirable option. You can hear the show on KTAR 92.3 on Saturdays at 1 p.m. and Sundays at 3 p.m., and 550 KFYI on Saturdays at 2 p.m. and Sundays at noon. Get an estimate on what your taxes will look like in retirement with our tax calculator at brighttaxbill.comDo you need an estate plan? Find out if one would make sense for you.  brightlegacyquiz.com