Tax Planning & Retirement Strategies | Episode 94

Safer Retirement Radio

In this episode of The Brian Decker Show, we dive deep into retirement planning and tax strategies with special host Bradley Geddes, CFP(R). From the implications of the Tax Cuts and Jobs Act to Roth IRA conversions, Brian and Bradley provide invaluable insights to optimize your financial future. Topics covered: Importance of tax planning for retirees in the current economy. The looming tax increases with the expiration of tax cuts. The distinction between tax planning and income planning. Strategies revolving around Required Minimum Distributions (RMDs). The Secure Act's impact on retirement planning. Key strategies with Roth IRAs. Navigating taxes and investments for a secure retirement. Decker Retirement Planning is here to provide valuable resources, including Brian's book, to guide you in your retirement journey. Tune in and equip yourself with the knowledge to make informed decisions.