Handling Taxes in Retirement
From Protecting Your Assets with Steve Shyman by Steve Shyman
March 7, 2026 · 52 min · Episode 212
About this episode
Steve Shyman discusses the impact of uncertainty on retirement planning and the importance of adapting strategies for longevity and tax considerations.
In this episode of Protecting Your Assets, Steve Shyman discusses the increasing uncertainty in the world and its impact on retirement planning. He emphasizes the importance of adapting retirement strategies to reflect the changing mindset of retirees, who are living longer and more active lives. The conversation covers various topics including investment strategies for longevity, the significance of understanding sequence of returns risk, the benefits of Roth conversions, and the widow's penalty in tax planning. Additionally, the episode addresses healthcare costs, the importance of shopping for prescription medications, and practical scenarios retirees may face in their planning. If you have any questions about retirement planning call Wilsave Financial 833-945-7283 or click here to visit our website. Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes
People in this episode
Host: Steve Shyman
Topics covered
- retirement planning
- investment strategies
- tax planning
- healthcare costs
- Roth conversions
- sequence of returns risk
Keywords
- retirement
- taxes
- healthcare
- investment strategies
- Roth conversions
- sequence of returns risk
- prescription medications
Mentioned in this episode
Organizations: Wilsave Financial, IRA, 401K, Healthcare, Longevity, Taxes
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