Hi Jan,
Episode 234 of our Retire With Style podcast is out now!
This episode is the last part of our recent live Q&A episode, where Alex and I answered a wide range of retirement planning questions submitted by listeners. We covered topics including Roth conversions for surviving spouses, tax-loss harvesting, HSA withdrawal rules, Medicare premiums, dividend reinvestment in retirement, annuities and life insurance surrender charges, and how much cash may be too much cash in retirement.
One discussion that stood out was the impact a spouse's death can have on taxes. The transition from married filing jointly to single filing status can create significant tax challenges for the surviving spouse, which is one reason why proactive tax planning can be so valuable.
We also explored whether retirees should continue reinvesting dividends, how direct indexing and tax-loss harvesting can potentially improve after-tax outcomes, and why a large cash allocation may sometimes signal a mismatch between your retirement income strategy and your personal preferences.
If you've ever wondered whether you're making the most of your retirement assets or if you're simply looking for answers to common retirement planning questions I think you'll find this episode helpful. Listen now to learn more!
| | | | The Retire With Style Podcast Has a New Home! | | | | We’re excited to share that all podcast episodes- past and present- are now available on our new site: RetireWithStyle.com. It’s your one-stop shop for catching up on episodes, watching video versions, and even submitting your own retirement questions for future shows.
You can also watch and subscribe to new video episodes on our YouTube channel, with fresh content every Wednesday.
Prefer to listen on your favorite podcast app? We’ve got you covered. You can still find Retire With Style on Apple Podcasts, Spotify, Podbean, Amazon Music, Audible, iHeart, TuneIn, and now YouTube Music.
| | | | Take a look around the new site and let us know what you think. Feel free to share with friends, and to reply here with any comments.
Thank you,
Wade Pfau, PhD, CFA, RICP
Founder of Retirement Researcher
P.S. Not interested in hearing about the podcast? Click here to opt out of podcast-related content.
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