Ep. 45 Why Paying More Taxes Now Can Be a Smart Move

Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
06/02/2025 19 min Temporada 1 Episodio 45
Ep. 45 Why Paying More Taxes Now Can Be a Smart Move

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Episode Synopsis

Send us a textIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison Demora and Mike Garry break down a recent Wall Street Journal article, "Paying More Tax Can Be a Smart Play" by Laura Saunders. They discuss why traditional tax-deferral strategies may backfire, especially for retirees with large tax-deferred accounts like 401(k)s and IRAs. Mike explains how proactive tax planning such as strategic Roth conversions and capital gains management can help reduce overall lifetime tax burdens. Tune in for expert insights on navigating required minimum distributions (RMDs), Medicare surcharges, and tax-efficient retirement planning.WSJ article link: https://www.wsj.com/personal-finance/taxes/when-paying-more-tax-not-less-is-the-smart-play-bab46ee5

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