Ep.#125: Smarter Tax Planning in Retirement with James Mahaney

In this episode of The Hawaii Retirement Show, Jason is joined by James Mahaney CFP®,Principal at Mavericus Retirement Services and author of How to Lower Your Taxes in Retirement, to discuss Social Security taxation, Roth conversions, RMDs, asset location, and why tax planning should evolve throughout retirement. Jim also shares how he used AI in the research and writing process and why professional judgment remains essential as retirement planning tools become more powerful and accessible.

How To Lower Your Taxes in Retirement, Advanced Strategies for Social Security, Roth Conversions, RMDs, and Medicare by James Mahaney:  Book on Amazon

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