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.
$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.
The Two Most Underrated Social Security Features for High-Net-Worth Married Retirees
Episode 37 of Retirement Tax Matters breaks down why high-net-worth married retirees with portfolios in the $2M–$8M range often look past critical elements of their Social Security filing strategy by prioritizing ROI instead of incorporating the risk-reducing benefits of the program.