4 Tax Moves That Can Save You 6 Figures - Part 2 of 2
Your Money Guide on the Side20 Okt 2025

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

Your 50s are a tax-planning sweet spot—a decade when smart strategies can save you tens or even hundreds of thousands over the course of retirement. In this episode, Part Two of our two-part series, we explore four advanced but practical moves to keep more of your money compounding where it belongs. Here’s what we cover in this episode: The HSA Triple Play: Why this account is the most underrated retirement tool, and how to turn it into a stealth IRA with triple tax benefits. Social Security Timing & Taxes: How your claiming age affects not just your benefit but how much the IRS quietly takes back. Charitable Giving with Donor-Advised Funds: A Costco-sized deduction now, with the ability to give on your terms for years. Plus, how Qualified Charitable Distributions can kill two birds with one IRA. Bracket Shifting by Gifting to Kids: Move money to lower tax brackets within your family—legally—while supporting education, housing, or even a responsible jet ski purchase. Together with Part One (Roth conversions, withdrawal sequencing, and tax-efficient investing), this gives you a full seven-strategy toolkit for your 50s. No gimmicks, no offshore shell games—just thoughtful planning that keeps more money in your pocket and less in Uncle Sam’s. 👉 If this series has been helpful, please leave a review or share it with a friend. It’s the best way to help the show grow—and it keeps me from muttering about Roth conversions to my dogs in the Vermont woods without witnesses.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(80)

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 ⁠⁠⁠⁠⁠tyler.gardner.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 spo...

10 Aug 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 ⁠⁠⁠⁠⁠tyler.gardner.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 spo...

3 Aug 39min

The Withdrawal Order Nobody Taught You (And How to Save 10% on Taxes Annually in Retirement)

The Withdrawal Order Nobody Taught You (And How to Save 10% on Taxes Annually in Retirement)

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠tyler.gardner.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 spo...

27 Juli 43min

The 6 Money Moves to Make Before You Retire

The 6 Money Moves to Make Before You Retire

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠tyler.gardner.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 spo...

20 Juli 43min

The $2 Million Portfolio: Two Funds, Three Funds, or Five?

The $2 Million Portfolio: Two Funds, Three Funds, or Five?

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠tyler.gardner.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 spo...

13 Juli 36min

5 Money Milestones and the Lie Each One Tells

5 Money Milestones and the Lie Each One Tells

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠tyler.gardner.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 spo...

6 Juli 43min

How to Build an Inflation-Proof Portfolio (And 3 Mistakes to Avoid)

How to Build an Inflation-Proof Portfolio (And 3 Mistakes to Avoid)

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠tyler.gardner.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 spo...

29 Juni 39min

13 Money Moves They're Betting You Won't Make

13 Money Moves They're Betting You Won't Make

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠tyler.gardner.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 spo...

22 Juni 38min

Populärt inom Business & ekonomi

framgangspodden
badfluence
dynastin
varvet
uppgang-och-fall
avanzapodden
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
fill-or-kill
lastbilspodden
tabberaset
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-borslunch
rss-dagen-med-di
rss-veckans-trade
borslunch-2
ekonomiekot-extra
rss-hos-psykologen
rss-dominoeffekten