Category: Portfolio Investing

Episode 254: Tax Maps Explained: How to Make Smarter Retirement Tax Decisions with Joe Elsasser

In this episode of ‘Retire with Style’, Wade Pfau and Alex Murguia welcome Joe Elsasser, founder of Covisum and author ...

Episode 253: Required Minimum Distributions Explained: How to Avoid Costly Tax Surprises

Required Minimum Distributions (RMDs) are an unavoidable part of retirement for many retirees, but understanding how they work can help ...

Episode 252: Tax Diversification: How to Keep More of Your Retirement Savings

Not all retirement accounts are created equal, especially when it comes to taxes. In this episode of Retire With Style, ...

Episode 251: Retirement Tax Planning 101: How Your Income Is Really Taxed

In this episode of ‘Retire with Style’, Alex and Wade introduce their new studio and discuss the upcoming tax planning ...

Episode 250: Do Annuities Actually Improve Retirement Outcomes? What the Math Says

In this episode of Retire With Style, Wade Pfau and Alex Murguia continue answering listener questions from their recent YouTube ...

Episode 249: Why Your Tax Bracket Doesn’t Tell the Whole Story

In this tax-focused episode of Retire With Style, Wade and Alex tackle listener questions about how taxes should influence retirement ...

Episode 248: Are You Doing Roth Conversions the Wrong Way?

In the final part of the Retire With Style Live Q&A, Wade and Alex tackle listener questions on tax-efficient retirement ...

Episode 247: Is the 4% Rule Still Relevant? What the Retirement Math Says

In this episode of Retire with Style, Wade and Alex tackle listener questions spanning some of the most important decisions ...

Episode 246: Why 100% Bonds May Not Be the Safest Retirement Portfolio

In this live Retire With Style Q&A, Wade Pfau and Alex Murguia tackle a wide range of retirement planning questions, ...

Episode 245: Retirement Withdrawals: When to Use Your Portfolio, When to Use a Buffer

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau discuss various aspects of retirement planning, including ...

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