Episode 248 of our Retire With Style podcast is out now! In this week's episode of Retire With Style, Alex and I wrap up our Live Q&A by tackling some of your toughest retirement planning questions.
We spend a good portion of the discussion on Roth conversions, including why simply filling your tax bracket isn't always the best approach, whether it makes sense to convert everything upfront or spread conversions over time, and why you may actually want to leave some money in your traditional IRA.
We also explore tax-efficient withdrawal strategies, creative ways to use HSAs, buffered ETFs, and how annuities might help manage required minimum distributions. The big takeaway? Retirement tax planning isn't just about paying less in taxes today. It's about making decisions that can help you manage taxes throughout retirement. Listen now to learn more!
The Retire With Style Podcast Has a New Home!
We’re excited to share that all podcast episodes- past and present- are now available on our new site: RetireWithStyle.com. It’s your one-stop shop for catching up on episodes, watching video versions, and even submitting your own retirement questions for future shows.
You can also watch and subscribe to new video episodes on our YouTube channel, with fresh content every Wednesday.
Prefer to listen on your favorite podcast app? We’ve got you covered. You can still find Retire With Style on Apple Podcasts, Spotify, Podbean, Amazon Music, Audible, iHeart, TuneIn, and now YouTube Music.
Take a look around the new site and let us know what you think. Feel free to share with friends, and to reply here with any comments. Thank you, Wade Pfau, PhD, CFA, RICP Founder of Retirement Researcher
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