Blog Category:

Tax Planning

Identifying the strategy and factors involved in making your money last to age 100 through retirement saving, tax planning and spending patterns.

How to Stretch Your Money Until You’re 100

Breaking down the 4 steps of the "live to 100" strategy as life expectancy increases...
Listener Q&A: Social Security, RMDs & Annuities

Listener Q&A: Social Security, RMDs & Annuities

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify...
Tax Savings Strategies for 2023: Maximize Your Refund with These Smart Moves

Tax Savings Strategies for 2023 to Maximize Your Refund

Summary: [168] – There are only 10 days left in the tax year. What can...
Avoid These Tax Preparation Mistakes with Randy Crabtree

Avoid These Tax Preparation Mistakes with Randy Crabtree

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify...
Save $100k+ in Taxes for Your Retirement

How to Save $100k+ in Taxes for Your Retirement With Mike Jesowshek

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify...
How Can Retirees Avoid the Tax Bomb in Their Portfolios? with David McClellan

How Can Retirees Avoid the Tax Bomb in Their Portfolios? with David McClellan

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify...
Should You Move To A Different State To Lower Your Retirement Taxes?

Should You Move To A Different State To Lower Your Retirement Taxes?

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google...
How to Pick a Tax-Wise Retirement Withdrawal Strategy With Daniel McDonald

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

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google...
Your 5 Step Gameplan to Lower Your Lifetime Taxes

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

Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google...

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Retire Today is a retirement podcast focused on helping people within five years of retirement make confident decisions about income, taxes, Social Security, and long-term planning.

Listen in as Jeremy Keil, CFP®, CFA® and his guests guide you towards making smarter retirement, investment, and tax planning decisions