Navigating Taxes In Retirement: What You Need To Know

Maximize Your Retirement Income: Tips For Tax Planning In Your Golden Years

Financial Fast Lane:

Martinsen Wealth Management:

[mustafahamsho]

It's a tricky thing to decide just how much detail to get into here, for it seems to be a logarithmic scale. Just a little more detail requires an exponential amount of time devoted to explaining the details. Well done!

[EvanCarmichael]

Great video! Your guide on navigating taxes in retirement is incredibly useful and easy to understand. -Macy (Team Evan)

[hollywhiteside]

I plan to bite the bullet and do my Roth conversion all at once and bite the tax bullet one time. Irregardless of the tax bracket at that time (I would like to do in 2025 but won’t be 59.5 until 2026), I will know what is left and it can grow tax free throughout my retirement. I would have liked to do the 5- yr conversion at age 55, but didn’t have the capacity to pay taxes out of pocket. I plan to pay the tax bill out of the conversion.

[patricksterling]

A bit of a nit pick here, but I think that 32% bracket you’re showing for 2026 will actually be 33%.

[Jules-x]

Great learning video.
I see some people expect the complete assessment for free in YouTube, that's what financial planners are for 😂

[johnscott]

This is incorrect. If the Trump tax code is allowed to expire, then we will go back to standard deduction plus personal exemptions. These will NOT go back to what they were in 2017. The IRS will adjust the figures for 8 years of inflation. Even though the tax brackets will go back to 2017 percentages, the dollar amounts will be adjusted as well. So the taxes may go up but not by $5000.

[matthewowcarz]

What about asset location? Can you make a potential tax implications video about best places for asset location?

[BillSmith-cq]

You would think that the number one performing asset over the last ten years (Bitcoin) would get more air time on your videos.

[todddunn]

The video might not have been such a waste of time if you had actually discussed some of the types of tax planning you mention in general.