Category: Tax Planning

Episode 165: Tax Planning Essentials for Retirees

In this episode of ‘Retire With Style’, hosts Alex Murguia and Wade Pfau delve into the intricacies of tax planning ...

Episode 155: Navigating Roth Conversions: Key Strategies and Insights

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the complexities of Roth conversions, ...

Episode 154: The Financial Advisor’s Guide to Roth Conversions Part 2

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau, along with guest Rob Cordeau, continue their ...

Episode 153: The Financial Advisor’s Guide to Roth Conversions

In this episode, Alex Murguia and Wade Pfau are joined by Rob Cordeau to discuss the complexities and strategies surrounding ...

Episode 151: Financial Strategies for Early Retirement

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau with Jessica Wunder from McLean Asset Management ...

Episode 150: Lump Sum or Annuity: What’s Right For You?

In this episode of ‘Retire with Style’, Wade and Alex discuss the complexities of pension decisions with Jason Rizkallah from ...

Episode 149: The Various Aspects of Tax Planning

In this episode of ‘Retire with Style’, Wade and Alex delve into various aspects of tax planning, focusing on strategies ...

Episode 148: Tax-Efficient Income Stacking

In this episode of ‘Retire with Style’, Wade and Alex discuss the complexities of tax-efficient retirement planning, focusing on understanding ...

Episode 147: Navigating Medicare and Tax Planning

In this episode, Alex Murguia and Wade Pfau delve into the complexities of tax planning related to healthcare, focusing on ...

Episode 146: The Concept of the ‘Tax Torpedo’

In this episode of ‘Retire with Style’, hosts Alex Murguia and Wade Pfau delve into the concept of the ‘tax ...

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