Episodes

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Garrett Crawford, CFP® 9/23/26 Garrett Crawford, CFP® 9/23/26

Helping Retirees Tackle Year-End Tax Planning: Easiest to Hardest

Ranking the year-end tax data-gathering process for $2M to $8M retirees from easiest to hardest to build an accurate fall income tax projection before December 31st.

Garrett Crawford, CFP® 7/1/26 Garrett Crawford, CFP® 7/1/26

$6M Retirement Case Study: IRA Drawdown vs Deferring Pension & Social Security to 70

Episode 41 of Retirement Tax Matters reviews a screen-share case study of a married couple at age 63 navigating a $6 million portfolio. This scenario highlights the critical planning decision between taking a combined $85,000 pension and Social Security stream immediately or deferring those guaranteed streams until age 70.