Episodes
If you have a specific subject on your mind, you can use our complete episode index, organized by topic, to find the conversation you're looking for.
How To Move Appreciated Brokerage Accounts Without Huge Taxes
Episode 43 of Retirement Tax Matters addresses the technical and psychological hurdles that high-net-worth retirees between $2M-$8M face when managing highly appreciated, taxable brokerage accounts. Learn how to think through a systematic, multi-year transition strategy to diversify away from concentrated stock risk without triggering a tax surprise the following April.
Getting To Age 59 1/2 for High-Net-Worth Retirees: Why Brokerage Accounts Typically Win and Roth IRAs Often Deferred
Episode 28 evaluates why high-net-worth retirees in the $2M–$8M range typically favor brokerage accounts for early income while choosing to defer Roth IRAs. Discover the advantages of brokerage flexibility and the technical rules of penalty-free Roth withdrawals before age 59 1/2.