7 Ways to Reduce Your Taxes in Retirement

The Retirement Guide / Retirement Planning Education

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In this episode, we uncover seven powerful strategies to cut down on taxes during retirement. Discover how to sequence your income withdrawals, optimize your asset placement, execute Roth conversions strategically, and use tax loss harvesting to your advantage. Learn about avoiding Medicare premium surcharges, maximizing the impact of charitable donations, and planning for required minimum distributions. Tune in to unlock expert insights that could transform your retirement finances.

Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

Thank you for tuning in to this episode of The Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.
This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.

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