Your Money Guide on the Side

← Your Money Guide on the Side3 Aug · 40 min

The $250,000 Mistake Most Retirees Never Know They Made

The $250,000 Mistake Most Retirees Never Know They Made3 Aug40 min

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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.