Category: Tax Planning

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 234: Cash in Retirement: When to Hold It, When to Invest It

In this final part of the Retire With Style Live Q&A, Wade Pfau and Alex Murguia answer a wide range ...

Episode 232: Is 4.7% the New Safe Withdrawal Rate?

In Part 1 of this live Q&A episode of Retire With Style, Wade Pfau and Alex Murguia answer listener questions ...

Episode 229: How to Leave More Wealth to Your Children After Taxes

This episode of Retire with Style continues the Retirement Planning Guidebook series by focusing on how tax planning changes when ...

Episode 216: The Retirement Tax Mistake That Costs Thousands

In this episode of Retire With Style, Wade and Alex discuss key retirement tax planning strategies, including Roth conversions, effective ...

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