323 Tax Planning

Sound Retirement Planning Podcast

In this podcast episode Jason talks about tax planning ideas as you prepare to retire and transition into and through retirement. Topics discussed are as follows: Recent Tax ReformTax Savvy withdrawalsWhere you live mattersHSA – Health Savings AccountsRoth conversionsReverse mortgages for tax free incomeSocial Security for tax efficient incomeKeeping income low for the ACA and […]