4 Tax Moves That Can Save You 6 Figures - Part 1 of 2
Your Money Guide on the Side13 Loka 2025

4 Tax Moves That Can Save You 6 Figures - Part 1 of 2

Taxes in your 50s may not be cocktail party conversation, but they can make or break your retirement plan. In this episode, I kick off a two-part series on the smartest tax moves to make once the kids are (hopefully) off your payroll and you’re staring down retirement. In Part One, we cover four essential strategies: Roth Conversions: Why your 50s and early 60s may be the perfect window to pay taxes on your terms, not Uncle Sam’s. Withdrawal Sequencing: The order in which you raid your taxable, pretax, and Roth accounts can extend your portfolio by years. Tax-Efficient Investing: How to avoid paying tax on “phantom income” by using ETFs, low-turnover funds, and muni bonds. Tax Loss Harvesting: Turning portfolio lemons into lemonade by using losses to offset gains and shrink your tax bill. Think of this episode as a tax tune-up: no jargon—just practical strategies that can save you tens or even hundreds of thousands over your lifetime. And this is only Part One. Next week, we’ll cover the HSA triple play, Social Security timing, and two bonus strategies for the charitably inclined and family-minded. 👉 Subscribe so you don’t miss Part Two, and if you’re finding these episodes helpful, consider leaving a quick review. It helps more people discover the show — and keeps me from muttering about Roth IRAs to my dogs in the Vermont woods entirely in vain.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(86)

The 5 Biggest Red Flags of Financial Advising

The 5 Biggest Red Flags of Financial Advising

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠⁠tylergardner.com/book⁠⁠⁠⁠⁠⁠ and be eligible for all monthly incentives between now and December 1st! And as always, a MASSIVE thank you to this week's sp...

21 Syys 37min

The Greatest Financial Advisor You Never Knew You Had

The Greatest Financial Advisor You Never Knew You Had

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠⁠tylergardner.com/book⁠⁠⁠⁠⁠⁠ and be eligible for all monthly incentives between now and December 1st! And as always, a MASSIVE thank you to this week's sp...

14 Syys 46min

How to Build the Perfect Portfolio - Part 2 of 2

How to Build the Perfect Portfolio - Part 2 of 2

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠⁠tylergardner.com/book⁠⁠⁠⁠⁠⁠ and be eligible for all monthly incentives between now and December 1st! And as always, a MASSIVE thank you to this week's sp...

7 Syys 38min

How to Build the Perfect Portfolio - Part 1 of 2

How to Build the Perfect Portfolio - Part 1 of 2

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠⁠tylergardner.com/book⁠⁠⁠⁠⁠⁠ and be eligible for all monthly incentives between now and December 1st! And as always, a MASSIVE thank you to this week's sp...

31 Elo 35min

The 4 Greatest Money (And Life) Lessons I Have Ever Learned

The 4 Greatest Money (And Life) Lessons I Have Ever Learned

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠⁠tylergardner.com/book⁠⁠⁠⁠⁠⁠ and be eligible for all monthly incentives between now and December 1st! And as always, a MASSIVE thank you to this week's sp...

24 Elo 44min

The $4.2 Million Man Who Couldn't Spend His Own Money

The $4.2 Million Man Who Couldn't Spend His Own Money

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠⁠tylergardner.com/book⁠⁠⁠⁠⁠⁠ and be eligible for all monthly incentives between now and December 1st! And as always, a MASSIVE thank you to this week's sp...

17 Elo 40min

The Subtle Art of Doing Nothing (And Making More Money While Doing It)

The Subtle Art of Doing Nothing (And Making More Money While Doing It)

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠tylergardner.com/book⁠⁠⁠⁠⁠ and be eligible for all monthly incentives between now and December 1st! And as always, a MASSIVE thank you to this week's spon...

10 Elo 44min

The $250,000 Mistake Most Retirees Never Know They Made

The $250,000 Mistake Most Retirees Never Know They Made

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠tylergardner.com/book⁠⁠⁠⁠⁠ and be eligible for all monthly incentives between now and December 1st! And as always, a MASSIVE thank you to this week's spon...

3 Elo 39min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-oivalluksia-rahasta-elamasta
hyva-paha-johtaminen
rss-hereilla
rss-paasipodi
ostan-asuntoja-podcast
rss-startup-ministerio
inderespodi
pomojen-suusta
rss-sami-miettinen-neuvottelija
rss-karon-grilli
rss-porssipuhetta
oppimisen-psykologia
rss-20-30-40-podcast
rss-hilden-kaira
lakicast