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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