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.
Fall Tax Planning Checklist for Pre-Retirees Between $2M-$8M
A fall income tax projection is one of the most essential planning step high-earning W-2 pre-retirees miss each year. Learn how a mid-year paystub review helps high-earning W-2 wage workers in the $2M to $8M range make better financial planning decisions before the December 31st deadline.
Multi-Year Roth Conversion Planning Explained
Episode 49 of Retirement Tax Matters breaks down why multi-year Roth conversion planning must be treated as an annual process rather than a static five-year document. Garrett and Adam address the common desire among retirees in the $2M to $8M range to establish a fixed conversion schedule, explaining how shifting tax laws, market movements, and income adjustments render long-term predictions unreliable.