Let's Talk About Taxes

The Personal Finance Project
30/10/2025 39 min
Let's Talk About Taxes

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Episode Synopsis

We turn tax complexity into action: marginal vs. effective rates, bucket logic, IRMAA and the widow(er)'s penalty, inherited IRA rules, and when Roth conversions actually make sense. Plus, asset location (Roth/traditional/taxable) and the early-retirement access rules most people get wrong.

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