Episode 49 of Retirement Tax Matters breaks down why multi-year Roth conversion planning must be treated as an annual process rather than a static five-year document. Garrett and Adam address the common desire among retirees in the $2M to $8M range to establish a fixed conversion schedule, explaining how shifting tax laws, market movements, and income adjustments render long-term predictions unreliable.

Episode 35 addresses why using AI for retirement planning effectively requires an existing level of proficiency and why a recent string of hallucinations regarding the OBBBA is concerning. As good and helpful AI can be in your own retirement planning, it’s important to remember that bad actors are also trying to leverage AI for high-stakes financial scams and elder abuse targeting high-net-worth retirees.

Episode 33 of Retirement Tax Matters uses a reverse-engineering framework to reframe the six-figure RMD from a problem into a solvable puzzle. Learn how to levelize your lifetime tax liability and your heirs through proactive tax-return driven planning.

Episode 31 of Retirement Tax Matters analyzes the strategic logic of maximizing the 24% federal tax bracket for high-net-worth retirees who naturally fall into the 22% range due to modest spending.

Could staying at your desk for just six extra months be worth 30 years of previous savings? Discover an interesting math discussion behind a 2018 NBER study called The Power of Working Longer and why it’s important for high-net-worth retirees to take note. In this episode of Retirement Tax Matters, Garrett Crawford, CFP® breaks down the three levers of One More Year Syndrome and the proactive tax-return-driven strategies you might consider if you encounter this.

Episode 20 kicks off a two-part series on why most retirees between $2M-$8M need both a Tax Preparer and a Financial Planner. We explore the difference between filing forms (rear-view) and strategic planning (windshield) to help you stop being the middleman and start building a coordinated tax team.

Episode 18 of Retirement Tax Matters explores how Tax Drag can erode investment returns and introduces Asset Location as a key strategy to fix it. Discover why placing bonds in Traditional IRAs and growth stocks in Roth IRAs can act as a diet for your tax bill in 2026.