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.
Helping Adult Children Buy a Home: 4 Tax Strategies for Retirees
Explore practical ways high-net-worth retirees can help their adult children buy a home. Learn the tax trade-offs of cash gifts, transferring existing property, gifts of equity, and structuring intra-family loans using the Applicable Federal Rate.
The Downside of Tax Minimization: Why Paying Taxes Can Be a Winning Strategy
Episode 16 of Retirement Tax Matters tackles the financial psychology of tax aversion—the emotional resistance high-net-worth retirees often feel toward paying taxes, even when it might be the most strategic move. We explore why successful savers, who built wealth by minimizing costs, often struggle to execute strategies like Roth conversions or selling highly appreciated stock because they view paying tax dollars as a loss of capital.