Category: Tax Planning

Episode 202: OBBA and You, Part 2: The Deductions That Could Change Your Tax Bill

The conversation explores key tax topics, including below-the-line deductions, charitable contributions, mortgage insurance deductions, gambling taxes, and the taxation of ...

Episode 201: OBBA and You: How the “One Big Beautiful Bill” Reshapes Retirement Taxes

In this episode of Retire with Style, hosts Alex Murguia and Wade Pfau are joined by CPA Brett Leyton to ...

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 ...

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