Retirement Tax Matters | Advanced Tax Planning for High-Net-Worth Retirees
Garrett Crawford, CFP® and Adam ReedAn educational podcast from financial advisors Garrett Crawford, CFP® and Adam Reed, dedicated to helping retirees between $2M-$8M with tax-return driven financial planning. At this level of wealth an integrated strategy for your tax return, investments, and long-term goals is critical. We explore advanced topics like Roth conversions, RMDs, and charitable giving to help you ensure your family rem... more
| Publishes | Weekly | Episodes | 33 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
What if RMDs didn't exist for pre-tax 401(k)s or Traditional IRAs? In this episode we discuss why even if you don't like RMDs, even if they didn't exist, you might still not want to let your pre-tax accounts grown untouched. Garrett Crawford, CFP® di... more
In many high-net-worth households, one spouse naturally takes the lead as the primary financial quarterback. While this works well during the accumulation years, it often creates a significant challenges later in retirement. On this episode of Retire... more
Episode 31 analyzes why high-net-worth retirees should consider intentionally filling the 24% tax bracket to protect against future 32% RMD spikes and surviving spouses tax rates increasing when going from Married Filing Jointly to Individual Filing.... more
For many retirees, tax season feels like the finish line. In reality, it is the starting point for smarter retirement tax planning. In this episode, Garrett Crawford, CFP® and Adam Reed explain why reviewing your tax return in the spring can help you... more
Discover why working just six months longer can be a bigger retirement planning boost than most near-retirees realize. But while working longer almost always works out, for retirees in the $2M-$8M range sometimes this question comes back to defining ... more
Episode 28 of Retirement Tax Matters discusses the different types of investment accounts high-net-worth retirees can use to bridge the income gap when retiring in their 50s. While technical workarounds like SEPP 72(t) exist for pre-tax funds, Garret... more
Episode 27 of Retirement Tax Matters examines a couple bridge strategies for retirees in the $2M–$8M range who have a large amount of pre-tax funds but restricted by the age 59 ½ milestone. Garrett Crawford, CFP® and Adam Reed break down Substantiall... more
In this episode of Retirement Tax Matters, Garrett Crawford, CFP® and Adam Reed tackle one of the largest roadblocks for high-net-worth retirees considering early retirement: health insurance costs before Medicare age 65.
For retirees in the $2M–$8M... more
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Which podcasts are similar to Retirement Tax Matters?
These podcasts share a similar audience with Retirement Tax Matters:
1. Your Money, Your Wealth
2. Retirement Planning Education, with Andy Panko
3. Stay Wealthy Retirement Podcast
4. Retirement Answers
5. The Retirement and IRA Show
How many episodes of Retirement Tax Matters are there?
Retirement Tax Matters launched 8 months ago and published 33 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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