Handling Taxes in Retirement
Protecting Your Assets with Steve Shyman · Steve Shyman
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Show Notes
In this episode of Protecting Your Assets, Steve Shyman discusses the increasing uncertainty in the world and its impact on retirement planning. He emphasizes the importance of adapting retirement strategies to reflect the changing mindset of retirees, who are living longer and more active lives. The conversation covers various topics including investment strategies for longevity, the significance of understanding sequence of returns risk, the benefits of Roth conversions, and the widow's penalty in tax planning. Additionally, the episode addresses healthcare costs, the importance of shopping for prescription medications, and practical scenarios retirees may face in their planning.
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Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes
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