Maximizing Your Retirement: Tax Strategies for a Secure Future
From Empty Nest Full Pockets Podcast by Matt Meline, CFP
January 9, 2026 · 14 min
About this episode
This episode explores retirement income planning with a focus on tax-efficient asset withdrawals and the benefits of Roth conversions.
In this episode, we dive deep into the intricacies of retirement income planning, focusing on the strategic order of asset withdrawals to optimize tax efficiency. We discuss the common philosophy of withdrawing from taxable accounts first, followed by tax-deferred and tax-free accounts, and explore the benefits of Roth conversions for long-term tax savings. We also touch on the importance of understanding Social Security benefits and the mindset shift needed to embrace a "permission to spend"...
People in this episode
Host: Matt Meline
Topics covered
- retirement planning
- tax strategies
- asset withdrawals
- Roth conversions
- Social Security benefits
Keywords
- retirement
- tax efficiency
- asset withdrawals
- Roth conversions
- Social Security
Mentioned in this episode
Organizations: Social Security
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