May 20, 2022 | Episode 34

Retirement Income Planning - Addressing taxes and reducing your IRS IOUs

In this new series, we will be discussing ways to source income in retirement.

Part 1 focuses on addressing ways you can reduce your IRS IOUs.

We will discuss your balance sheets and help you understand taxes are a liability that you must manage! If you don't plan, there is the real danger of continuing to kick the tax can down the road blindly. (nobody wants to do that!)

Areas we cover include capital gains, selling low to avoid taxes, IRAs vs. Roths, tax deductions, and how to avoid tax purgatory.