Secrets to Minimizing Taxes on Your Retirement Income (Ep. 17)


Why are taxes one of the biggest retirement expenses, and how can you minimize them?

Join Ryan and Tyson Thacker for an episode of Retirement Solutions The Podcast as they discuss how taxes can take a huge bite out of your retirement savings and share strategies to help avoid it. Discover how you often have more control over taxes in retirement than any other time in life.

Ryan and Tyson delve into:

  • (02:54) Common misconceptions about retirement tax 
  • (06:10) The true cost of tax-deferred savings vehicles, like 401(k)s 
  • (15:22) Strategies for minimizing taxes through Roth conversions and life insurance 
  • (18:34) Changes in tax brackets and how they affect your retirement taxes 
  • (27:11) The benefits of advanced tax planning strategies for retirees 
  • And more!

Tune in and explore how smart tax strategies can save you a substantial amount and keep more of your hard-earned savings in your pocket.

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Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. We are fiduciary financial planners who create custom retirement plans to help maximize social security and minimize tax and risk. Advisory services are offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm. Insurance products and services are offered through B.O.S.S. Retirement Solutions. Marketing materials are provided by Infinity Marketing Services. 

This content is provided for informational purposes only. It is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. We are not affiliated with any government agency including the Social Security Administration.

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