• Several do's and don'ts with taxes in retirement

  • Mar 4 2025
  • Duración: 19 m
  • Podcast

Several do's and don'ts with taxes in retirement

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  • Resumen

  • Ben and Megan Smith and co-host Doug Turnbull discuss an article that covers several things to do and not to do in retirement. Ben discusses the difference between tax preparation and tax planning. And he lays out some factors to consider with retirement and taxes: how accounts are taxed, diversifying accounts, income tax bracketology, and the importance of picking the right retirement route. Megan also shares about coaching local high schoolers to an Oregon state championship win.

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