The Truth About Tax Brackets and Your Future

04/06/2025 47 min Episodio 110
The Truth About Tax Brackets and Your Future

Listen "The Truth About Tax Brackets and Your Future"

Episode Synopsis


Think you’ll pay less in taxes when you retire? Think again. Discover why tax diversification might be the secret to keeping more of your money in retirement—and why most people get it wrong.In this episode, April Schoen unravels the surprisingly complex world of taxes in retirement and reveals actionable strategies for tax-efficient retirement planning.You’ll discover…A common retirement tax mistake that could cost you thousandsWhy your retirement income might be higher—and more taxable—than you expectThree critical types of investment accounts and how they each impact your future tax billThe power of Roth IRAs and cash value life insurance as overlooked tax planning toolsWhat one simple analogy can teach you about planning for a tax-smart retirement