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

In our inaugural episode, Garrett Crawford, CFP® and Adam Reed introduce the mission behind Retirement Tax Matters. Discover our focus on providing advanced tax planning strategies for high-net-worth retirees and learn what to expect from future conversations. | Disclosures

Show Notes

In our inaugural episode, Garrett Crawford, CFP® and Adam Reed introduce the mission behind Retirement Tax Matters. Discover our focus on providing advanced tax planning strategies for high-net-worth retirees and learn what to expect from future conversations. | Disclosures

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.