Avoiding the Good Saver Tax Problem with Proactive Planning (Ep. 89)
Could saving smart lead to a tax nightmare?
Join Josh Leonard as he unravels the unexpected “Good Saver Tax Problem” that even the most prepared might face.
Josh explores strategies to sidestep surprise tax burdens during retirement. Dive into proactive approaches like phase-based tax stacking and unravel the complexities of Roth conversions, Required Minimum Distributions (RMDs), and the interplay between social security and taxes.
Through real-life scenarios, gain clarity on navigating these financial challenges.
Josh discusses:
- The phases of the “Good Saver Tax Problem”
- How tax stacking can unexpectedly raise brackets
- The importance of incremental tax strategies
- Options for those in the required distribution stage
- Future tax landscape insights
- And more!
Resources:
- Schedule a meeting with the team
- Join one of our upcoming tax and Social Security classes with AFEA!
Connect with Josh Leonard:
- jleonard@leonardadvisorygroup.com
- LinkedIn: Josh Leonard
- Leonard Advisory Group
- 412-998-PLAN
- YouTube: Leonard Advisory Group
- Facebook: Leonard Advisory Group
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