Ep 99: The Retirement Tax Window: Does This Apply to You?

Jan 16

What if the lowest tax years of your life are the ones you never planned to take advantage of? Today we’re talking about what we call the Retirement Tax WINDOW — that sweet spot between leaving work…and hitting Required Minimum Distributions. And that window can determine how much of your money you keep versus how much goes back to Uncle Sam.

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In this episode:

[3:53] What is the tax window?

[7:50] What starts the clock on this window?

[12:23] What are the smartest moves people can make?

[15:27] How often should we be looking at tax planning?

Nicolas Davis