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.
How Better Tax Planning Can Help You Drop the Extra Weight of Tax Drag in 2026
Episode 18 of Retirement Tax Matters explores how Tax Drag can erode investment returns and introduces Asset Location as a key strategy to fix it. Discover why placing bonds in Traditional IRAs and growth stocks in Roth IRAs can act as a diet for your tax bill in 2026.