{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Retirement Tax Matters | Advanced Tax Planning for High-Net-Worth Retirees","title":"One More Year Syndrome: Why Proactive Tax Planning is the Cure for High-Net-Worth Retirees| Episode 29","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/1fe9e849\"></iframe>","width":"100%","height":180,"duration":1561,"description":"Discover why working just six months longer can be a bigger retirement planning boost than most near-retirees realize. But while working longer almost always works out, for retirees in the $2M-$8M range sometimes this question comes back to defining enough and knowing when continuing to wait one more year might not be the best path to take.\n\nWe have developed a 5 step framework for what tax planning looks like for High-Net-Worth Retirees between $2M-$8M. It walks you through each season of the calendar year and how we implement tax-return driven financial planning for clients. Request a free resource using this link: https://www.retirementtaxmatters.com/checklist\n\n(00:00) – Welcome & Spring Allergies\n(01:51) – The One More Year Syndrome\n(03:27) – The Power of Working Longer Study\n(06:21) – The Retirement Boost of Working Longer\n(08:44) – The Role of Social Security & Portfolio Preservation\n(12:47) – Tax Implications & Roth Conversion Windows\n(17:34) – The Identity Crisis of a High Achiever\n(21:14) – Practical Tax Planning Steps for This Year\n(24:02) – Finding Peace of Mind in Retirement\n\nDisclosures: https://www.retirementtaxmatters.com/disclosures","thumbnail_url":"https://img.transistorcdn.com/QMBp4ueQC8kgGJT6p5R0uXjrbcTiKAgi9QK0kiNMFPA/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8wYzY3/YjA3YWZlMmM4NTRl/ZTkwNWI5NTYyYTZm/NmQzZi5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}