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 | 30 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
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
If you are planning to stop work before age 60, your Social Security statement estimate for age 67 or 70 likely contains misleading benefit amounts. Standard benefit projections assume you will continue earning your current salary until the year you ... more
Just as individuals rarely regret paying off their primary home, retirees rarely regret the peace of mind that comes from settling their tax debt and ensuring their family has more control over their finances.
This episode explores the psychological... more
It's tax document season, and for retirees over age 70½, a common tax filing mistake could be costing you thousands in unnecessary taxes. In this episode, Garrett Crawford, CFP® and Adam Reed discuss an important and commonly missed reporting issue w... more
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Which podcasts are similar to Retirement Tax Matters?
These podcasts share a similar audience with Retirement Tax Matters:
1. The Financial Mirror
2. Retirement Answers
3. The Retirement and IRA Show
4. Retirement Planning Education, with Andy Panko
5. Big Picture Retirement®
How many episodes of Retirement Tax Matters are there?
Retirement Tax Matters launched 8 months ago and published 30 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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