3 Keys to Smarter Retirement Tax Planning

3 Keys to Smarter Retirement Tax Planning

Update: 2025-11-17
Share

Description

Most people think retirement success depends on the stock market, but one of the biggest factors that determines whether your money lasts isn't what you invest in, it's when and how you withdraw it. 

In this episode, we break down the 3 key tax levers that can dramatically impact your lifetime retirement income: Required Minimum Distributions, Roth Conversions, and Social Security. These income sources are deeply interconnected, and if you don't coordinate them properly, you could pay far more in taxes than necessary. 

Learn how the sequence of withdrawals can matter even more than your rate of return, and how a thoughtful strategy can protect your nest egg for decades. Listen in. 

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> 

LET'S CONNECT

Show website:

https://www.providencefinancialpodcast.com

Find us at:

https://www.providencefinancialinc.com

Get to know Anthony:

https://anthonysaccaro.com

Anthony's book:

https://morelifethanmoneybook.com

Amazon Author Page:

https://amazon/author/anthonysaccaro

YouTube:

https://www.youtube.com/c/AnthonySaccaro/featured

Radio:

https://www.providencefinancialradio.com

Yelp:

https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills

Facebook:

https://www.facebook.com/Providence.FinancialInc/

Twitter:

https://twitter.com/AnthonySaccaro

LinkedIN:

https://www.linkedin.com/in/anthonysaccaro/

Comments 
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

3 Keys to Smarter Retirement Tax Planning

3 Keys to Smarter Retirement Tax Planning

Anthony A. Saccaro, ChFC, Esq.