Tax season with wooden alphabet blocks, calculator, pen on 1040 tax form backgrounda

Episode 5: Taking Advantage of Current Tax Opportunities

Apr 8, 2022

In this episode, Eric and Katie discuss the tax laws that may be expiring at the end of 2025, the US National Debt, and what tax law changes could mean for your and your retirement income. They also share a couple strategies you can use to potentially reduce your taxable income in retirement.

Here are just a handful of the things that we'll discuss:

  • The current tax laws are scheduled to expire at the end of 2025
  • You can use your IRA to pay RMDs to avoid receiving additional taxable income
  • Converting your traditional IRA to a Roth IRA can potentially lower your taxable income in retirement

THIS WEEK’S OFFER:

Eric Scott_Will You Have Enough-DL_GG_02.02.21_Page_1

Get Your Complementary Copy of Will You Have Enough Income in Retirement?