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Never Pay Taxes Again?

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Manage episode 411390106 series 3468502
Content provided by Akers Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Akers Financial Group 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.

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Brian Akers and Alex Monk discuss tax strategies for retirement, including Roth conversions, tax planning, and understanding means-tested Medicare premiums. They emphasize the importance of considering tax implications and cash flow when making decisions related to retirement planning, and highlight the benefits of doing a Roth conversion in the year of a spouse's death to reduce lifetime income taxes. They also discuss the benefits of Roth IRA conversions and retirement planning strategies, emphasizing the need to pay taxes now rather than later to avoid higher tax brackets, particularly for older spouses.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

  continue reading

158 episodes

Artwork
iconShare
 
Manage episode 411390106 series 3468502
Content provided by Akers Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Akers Financial Group 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.

Send us a Text Message.

Brian Akers and Alex Monk discuss tax strategies for retirement, including Roth conversions, tax planning, and understanding means-tested Medicare premiums. They emphasize the importance of considering tax implications and cash flow when making decisions related to retirement planning, and highlight the benefits of doing a Roth conversion in the year of a spouse's death to reduce lifetime income taxes. They also discuss the benefits of Roth IRA conversions and retirement planning strategies, emphasizing the need to pay taxes now rather than later to avoid higher tax brackets, particularly for older spouses.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

  continue reading

158 episodes

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