Retirement Tax Matters | Advanced Tax Planning for High-Net-Worth Retirees

In Episode 7, Garrett Crawford, CFP®, and Adam Reed tackle a critical HNW retirement challenge: the tax shock a surviving spouse can face.It's possible for a married couple's ~24% tax bracket can jump to 35% for a single survivor due to filing changes, growing RMDs & higher Medicare premiums. This creates an increased financial burden during an already difficult time.Learn how proactive Roth conversions in your 60s or 70s could strategically lower lifetime tax burdens, protect a surviving spouse, and create a tax-efficient legacy. | DisclosureExplore All Our Resources: https://www.retirementtaxmatters.com/linksDisclosure

Show Notes

In Episode 7, Garrett Crawford, CFP®, and Adam Reed tackle a critical HNW retirement challenge: the tax shock a surviving spouse can face.

It's possible for a married couple's ~24% tax bracket can jump to 35% for a single survivor due to filing changes, growing RMDs & higher Medicare premiums. This creates an increased financial burden during an already difficult time.

Learn how proactive Roth conversions in your 60s or 70s could strategically lower lifetime tax burdens, protect a surviving spouse, and create a tax-efficient legacy. | Disclosure


Explore All Our Resources: https://www.retirementtaxmatters.com/links


Disclosure

What is Retirement Tax Matters | Advanced Tax Planning for High-Net-Worth Retirees?

An educational podcast from financial advisors Garrett Crawford, CFP® and Adam Reed, dedicated to helping retirees between $2M-$8M with tax-return driven financial planning. At this level of wealth an integrated strategy for your tax return, investments, and long-term goals is critical. We explore advanced topics like Roth conversions, RMDs, and charitable giving to help you ensure your family remains your biggest beneficiary.