About this episode

Tyler discusses critical tax planning strategies for retirees, focusing on Roth conversions, RMDs, and IRMAA.

Pre-order Tyler's book, Real Wealth, at ⁠⁠⁠⁠⁠tylergardner.com/book⁠⁠⁠⁠⁠ and be eligible for all monthly incentives between now and December 1st! And as always, a MASSIVE thank you to this week's sponsors: Gelt → ⁠⁠joingelt.com/tyler⁠ because Q3 is where strategic businesses make game-changing tax moves. If you're a business owner or a high-net worth individual, time to make moves! Facet → ⁠⁠⁠facet.com/tyler⁠⁠ for an exclusive $550 kickstart offer! Schedule your intro call today! Fabric → ⁠⁠meetfabric.com/tyler⁠⁠ because if someone depends on your income, term life insurance is the next item on your financial agenda! ⁠⁠⁠⁠⁠⁠⁠⁠⁠Thrive Market⁠ → ⁠⁠thrivemarket.com/tyler⁠ for $20 off your first three orders plus you’ll get a FREE $60 gift! And On To the Show Notes! A traditional IRA can look like your money. But part of it belongs to the IRS. In Part 3 of the Art of Decumulation series, Tyler tackles three of the most important—and expensive—pieces of retirement tax planning: Roth conversions, RMDs, and IRMAA. Because the goal isn’t to avoid taxes entirely. It’s to control when you pay them and at what rate. In this episode, Tyler covers: Why the years between retirement and RMDs can…

People in this episode

Host: Tyler Gardner

Topics covered

• retirement planning
• tax strategies
• Roth conversions
• required minimum distributions
• IRMAA
• financial education

Keywords

• retirement
• tax planning
• Roth conversion
• RMD
• IRMAA
• financial advice
• wealth management

Sponsors

Gelt, Facet, Fabric, Thrive Market

Mentioned in this episode

Books & works: Real Wealth

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