Are You Tax-Ready for Retirement?
Mar 01, 2025•12 min•Season 2025Ep. 301
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Taxes don’t disappear in retirement. In fact, understanding tax implications becomes even more important when you're retired. In this video, Peter with Richon Planning and Erin Kennedy talk through the 4 tax questions you should ask your financial advisor before retiring, including:
1. How will my tax situation change once I retire?
2. Are there strategies to reduce my tax liability in retirement?
3. Should I consider a Roth conversion before I stop working?
4. What are the tax implications of withdrawing from my various accounts?
If you'd like to learn if you're tax-ready for retirement, please give Peter a call at (919) 300-5886 or visit www.RichonPlanning.com
For the best experience, listen in Metacast app for iOS or Android