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Episode 105: Managing Taxes in Retirement using the Effective Marginal Tax Rate
Manage episode 386330475 series 3330615
Content provided by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Tax planning is the topic du jour for this week, as Wade and Alex discuss a recent article from Advisor Perspectives that Wade wrote with Joe Elsasser from Covisum. Wade describes the effective marginal tax rate approach for managing Roth conversions and taxable distributions in retirement. This matters because of the nonlinearities facing retirees with their taxes, which include the Social Security tax torpedo, Medicare IRMAA surcharges, preferential income stacking, and the surprises created by RMDs. Tune in and uncover how to navigate the many pitfalls and traps facing retirees in the US federal tax code. Listen now to learn more!
Links
The article discussed is available at:
https://www.advisorperspectives.com/articles/2023/11/13/managing-taxes-retirement-effective-marginal-rate
Registration is open for the Consumer Retirement Income Challenge hosted by the team at Retirement Researcher! Join us December 4th-7th for this FREE 4-Day event by visiting: https://risaprofile.com/podcast
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
142 episodes
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Manage episode 386330475 series 3330615
Content provided by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wade Pfau & Alex Murguia, Wade Pfau, and Alex Murguia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Tax planning is the topic du jour for this week, as Wade and Alex discuss a recent article from Advisor Perspectives that Wade wrote with Joe Elsasser from Covisum. Wade describes the effective marginal tax rate approach for managing Roth conversions and taxable distributions in retirement. This matters because of the nonlinearities facing retirees with their taxes, which include the Social Security tax torpedo, Medicare IRMAA surcharges, preferential income stacking, and the surprises created by RMDs. Tune in and uncover how to navigate the many pitfalls and traps facing retirees in the US federal tax code. Listen now to learn more!
Links
The article discussed is available at:
https://www.advisorperspectives.com/articles/2023/11/13/managing-taxes-retirement-effective-marginal-rate
Registration is open for the Consumer Retirement Income Challenge hosted by the team at Retirement Researcher! Join us December 4th-7th for this FREE 4-Day event by visiting: https://risaprofile.com/podcast
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
142 episodes
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Similar to Retire With Style
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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continue reading
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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