About this episode

Don and Tom discuss common retirement planning mistakes, focusing on taxes and various strategies.

Don and Tom tackle some of the most common retirement planning mistakes, with a particular focus on taxes and the danger of becoming overly obsessed with them. They discuss taxable Social Security benefits, the importance of diversifying across account types, Roth conversion considerations, tax-loss harvesting, and why most retirement decisions ultimately fall into the category of “it depends.” They also answer a listener question about navigating poor 403(b) plan options and the advantages o...

People in this episode

Host: Don McDonald

Guest: Tom

Topics covered

• retirement planning
• taxes
• Social Security benefits
• diversification
• Roth conversion
• tax-loss harvesting

Keywords

• retirement mistakes
• taxes
• Social Security
• diversification
• Roth conversion
• tax-loss harvesting

Mentioned in this episode

Organizations: Social Security, 403(b)

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