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5 Retiree Tax Tips Every Retiree Needs, Roth Conversions & 401(k)s
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5 Retiree Tax Tips Every Retiree Needs, Roth Conversions & 401(k)s
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Taxes, Roth conversions, and what to actually do with your 401(k) when you retire. These are the decisions that quietly cost people thousands when they get them wrong.
In this episode, Susan sits down with Luke McCarty of McCarty Wealth to break down his newly published Kiplinger article on retiree tax tips, then dig into the Roth IRA debate, concentrated stock positions, and post-retirement 401(k) strategy.
Timestamps:
0:00 – Intro
0:16 – Key takeaways
1:26 – Kiplinger Tip #1
2:03 – Kiplinger Tip #2
2:38 – Kiplinger Tip #3
3:28 – Kiplinger Tip #4
4:17 – Kiplinger Tip #5
5:19 – The Roth IRA Debate
7:00 – Concentrated Stock Positions
8:42 – 401(k) Post-Retirement
📖 Read Luke's full Kiplinger article here: https://www.kiplinger.com/taxes/tax-planning/quick-tax-tips-for-retirees
Have a question you want answered on the next episode? Drop it in the comments below.
Connect with McCarty Wealth: https://www.mccartywealth.com/