Episode 237 of our Retire With Style podcast is out now! This week on Retire With Style, Alex and I continue answering questions from our recent YouTube Live Q&A, focusing on one of the most misunderstood areas of retirement planning: taxes.
We discuss when Roth conversions make sense (and when they don't), why your tax bracket alone doesn't tell the whole story, and how strategies like tax blending can help create a more tax-efficient retirement income plan. We also answer questions about Health Savings Accounts (HSAs), required minimum distributions (RMDs), and how deferred annuities fit into the tax planning conversation.
One theme comes up again and again throughout this episode: there are very few universal rules. The "right" answer often depends on your unique mix of assets, future spending needs, and long-term goals.
If you're trying to make smarter decisions about retirement withdrawals or simply want to better understand how different account types work together. I think you'll find this discussion 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
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