Episode 24 of Retirement Tax Matters was inspired by Dave Ramsey’s Debt-Free Scream and the parallels we see when high-net-worth retirees settle their tax liability with the IRS. Learn why the psychological victory of a Roth conversion often outweighs the raw math of a calculator.

Episode 12 of Retirement Tax Matters focuses on Social Security optimization for Hign-Net-Worth retirees, framing it as a critical spousal protection and legacy tool rather than a simple break-even calculation…

In Episode 11 of Retirement Tax Matters we discuss cash dilemmas for high-net-worth retirees: finding the right balance between necessary liquidity and optimizing your returns. While having readily accessible cash for emergencies is important, we explore the potential drawbacks of holding excessive amounts in multiple low-yielding bank accounts, which can add unnecessary complexity. Discover how recent T+1 settlement changes allow funds in conservative brokerage investments like money markets (sometimes yielding more) to be accessed typically by the next business day, challenging the need for overly large bank balances.

In our inaugural episode, Garrett Crawford, CFP®, and Adam Reed introduce the mission behind Retirement Tax Matters and our focus on providing advanced tax planning strategies for high-net-worth retirees.