Episode 225 of our Retire With Style podcast is out now! This week on Retire With Style, we continue our walk through the Retirement Planning Guidebook with a focus on one of the most overlooked drivers of retirement success: taxes.
It’s easy to think of tax planning as something you deal with once a year. But in reality, how your income is structured across different accounts and how it shows up on your tax return can have a lasting impact on how much you actually get to spend in retirement.
In this episode, Alex and I break down the key building blocks. We discuss how adjusted gross income drives many of the hidden rules in the tax code, the difference between above the line and below the line deductions, and why those distinctions matter more than they first appear.
We also introduce the idea of tax diversification across taxable, tax deferred, and tax free accounts. Each of these has a role to play, and understanding how they interact can give you more flexibility and control over your retirement income.
The goal is not to find loopholes, but to better understand the rules so you can avoid unnecessary taxes and make more informed decisions over time. 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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