Retirement Revealed Podcast & Blog

How to Pick a Tax-Wise Retirement Withdrawal Strategy With Daniel McDonald

How to Pick a Tax-Wise Retirement Withdrawal Strategy With Daniel McDonald

Are you overlooking taxes in your retirement plan? Tune in to learn about tax-wise retirement withdrawal strategies.
Your 5 Step Gameplan to Lower Your Lifetime Taxes

Your 5 Step Gameplan to Lower Your Lifetime Taxes with Brian Haney

Everyone has to pay taxes, but not everyone knows how to minimize their tax bill. Tune in to learn about the 5 steps everyone needs to take each and every year to lower their lifetime taxes.
How The Secure Act 2.0 Affects Your Retirement With Jeffrey Levine

How The Secure Act 2.0 Affects Your Retirement With Jeffrey Levine

Out with the old and in with the new! There’s a new Secure Act, the Secure Act 2.0, that brings changes to tax and retirement plans for those aged 50 and above. Tune in to learn about the changes in the Secure Act 2.0 and how they affect those nearing retirement and those who are already retired.
The Top 3 Ways To Lower Your Tax Bill

The Top 3 Ways To Lower Your Tax Bill

Who doesn’t want to lower their taxes? Tune in to learn about 3 ways everyone can cut down on their taxes.
How To Fix America: Our Tax System

How To Fix America: Our Tax System

It’s safe to say everyone thinks America’s tax system needs some adjusting, but where should we begin? Tune in to learn about how inflation causes Americans to pay more in taxes, why taxing consumption instead of income could be the solution, and the debate about how much tax is too much tax.
Episode 96 - 7 questions

7 Questions That Could Make Or Break Your Retirement

It’s never too early to plan for your retirement. But where do you start? Knowing where to start can be difficult, and even those who have a headstart in the process might have missed some of the necessary questions to help accurately plan for their retirement. Tune in to learn about seven questions that could make or break your retirement, and how to find the answers to those questions.
Episode 88

3 Ways to Lower Your Taxes on Required Minimum Distributions

After you reach a certain age, you’ll be subject to required minimum distributions (RMDs). This refers to a minimum amount that you must withdraw every year from your retirement accounts. Why should this concern you? Because RMDs significantly affect your lifetime taxes! Tune in to discover 3 ways to lower your taxes on required minimum distributions and optimize your overall tax picture in retirement.
Withdrawl Plan

3 Reasons to Have a Withdrawal Plan in Retirement with Chris Lanfranca

Your withdrawal plan can have a huge impact on your lifetime taxes — potentially even hundreds of thousands of dollars! Tune in to learn about tax-efficient withdrawal strategies to generate retirement income, and gain insights into advanced softwares for making research-based decisions.
Tax Filing

5 Things to Know Before Filing Your 2021 Taxes

The deadline for filing your 2021 taxes is approaching. Do you have your taxes figured out? When we say “having your taxes figured out,” we don’t mean just for the past year. If you want to optimize your overall tax picture, you need to look at your total lifetime taxes. Tune in now to discover key things to keep in mind while filing your 2021 taxes and ways to minimize your total taxes in retirement.

Learn more about retirement, investment and tax planning through our blog updates, as well as our Retirement Revealed podcast, hosted by Jeremy Keil, and published every two weeks. Proud to be named a Top 100 Retirement Blog and a Top 25 Retirement Podcast to follow in 2021 by Feedspot!

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