Episode Synopsis "The Role of Taxes in Retirement"

Kevin & Allison discuss the role of taxes in retirement and answer questions about TSP rollovers, roth conversions, and portfolio allocation.

Listen "The Role of Taxes in Retirement"

More episodes of the podcast Dollars & Common Sense

• The Concerning State of Retirement Savings in the US
• Wealthway Investment Management Philosophy and Principles
• Listener Calls
• Retirement Trends in the United States
• What It Means to Be Rich in America
• Biggest Financial Regrets of 2023 and How to Avoid Them in 2024
• Financial Planning Considerations to Get 2024 Started Right - #2
• Listener Calls
• Financial Planning Considerations to Get 2024 Started Right - #1
• Smart Financial Planning Moves to Make Before Year End - #2
• Smart Financial Planning Moves to Make Before Year End - #1
• Understanding Behavioral Finance to Overcome Financial Bias
• How to Make Your Money Last Your Lifetime
• The Components of Professional Financial Planning
• Tax-smart Charitable Giving
• Using Insurance to Protect Your Net Worth
• Estate Planning Fundamentals: Do's and Don'ts
• Investing: Philosophy and Mechanics
• Investing: How it works, why we do it
• Debunking Retirement Myths
• Financial Wellness
• Important Ages in Financial Planning
• Estate Planning Basics
• Credit 101
• Cash: Where to Park It?
• The Bank Crisis & Investing Myths
• Prioritizing Savings to Grow Your Wealth Fast
• Marriage & Money
• Secure Act 2.0
• Getting Your Finances in Shape for 2023
• Gifting & Charitable Giving
• Year-End Planning
• Signs You Are Being Scammed
• The Role of Insurance in Your Financial Plan
• Weathering the Bear Market
• iBonds & Retirement Rules of Thumb
• College Funding
• Recession Facts & Investing Truths
• Social Security Do-Overs
• 401k Mistakes
• Long-Term Care Planning
• Fun Facts About Bear Markets
• Social Security Benefits
• Capital Gains, Surprise Tax Bills & Spring Cleaning
• Inflation & What to DO About it
• Last Minute Tax Moves & IRA Mechanics
• Reverse Mortgages, Gifting Rules, Roth Conversions & more
• The Best Assets to Inherit
• Estate Planning and Inheritance
• The Psychology of Investing
• Get Your Finances in Shape
• RMDs, Gifting & Charitable Giving
• Retirement Planning Missteps
• Inflation!
• Employee Benefits & Open Enrollment
• The Role of Taxes in Retirement
• Social Security Questions
• College Funding Part II