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.
Why April 16th is Opening Day of Tax Planning: Using Your 1040 as a Roadmap
Episode 30 of Retirement Tax Matters reframes the April 15th filing deadline as the Opening Day for a retiree’s 2026 tax planning strategy. For high-net-worth retirees and their families in the $2M–$8M range, Garrett Crawford, CFP® explains why the tax return is not a historical receipt but a roadmap that leads the upcoming year’s proactive planning .
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.
Getting To Age 59 1/2 for High-Net-Worth Retirees: Utilizing SEPP (72t)and The Rule of 55 for Pre-Tax Accounts
Episode 27 of Retirement Tax Matters analyzes technical strategies for high-net-worth retirees to access pre-tax retirement funds before age 59 1/2 without incurring the 10% IRS penalty. Learn how to navigate the rigidity of SEPP (72t) and the Rule of 55.
How to Determine the Best Way to Pay Federal Taxes on Large Roth Conversions
Episode 22 focuses on the logistics of executing large Roth conversions for high-net-worth retirees, specifically how to manage your Roth conversion taxes without slowing your tax-free growth. Learn why high-net-worth retirees should use outside funds to keep their Roth growing with a bigger tax-free growth engine.