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Episode 22: Pay Less Tax

Nov 17, 2021

Has anyone shown you what your future with taxes will look like? Tax planning is an essential aspect of retirement planning that can bite hard if not cared for. Tune into the latest episode of the DNA Retirement Podcast, where Aaron explains how you can pay less tax.

Here are just a handful of the things that we'll discuss:

  1. Make sure you know what your tax liability looks like in retirement.
  2. Your RMD’s can cause the tax you pay to go up on all other sources of income.
  3. Would a Roth IRA conversion or special designed life insurance benefit you?
  4. Have a Roth IRA conversion calculation done for you.

 

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