Episodes

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Garrett Crawford, CFP® 4/29/26 Garrett Crawford, CFP® 4/29/26

Reverse-Engineering A Six-Figure RMD Problem

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.

Garrett Crawford, CFP® 10/15/25 Garrett Crawford, CFP® 10/15/25

Align Your Legacy with the SECURE Act's 10-Year Rule

n Episode 10 of Retirement Tax Matters we tackle one of the most significant change to legacy planning in decades: the elimination of the Stretch IRA by the SECURE Act. Although this legislation took effect in 2020, its importance may have been easily missed in our fast-moving world, and new retirees are being reminded of its consequences.