Podcast: Taxes and Retirement Planning

December 21, 2018


In this podcast, Oscar Vives Ortiz, CPA/PFS discusses the impact of taxes on retirement planning and answers the questions:

  • What are the major tax considerations practitioners should take into account when doing retirement planning?
  • What are some tax-efficient draw-down strategies?
  • What is the most strategic use of a Roth IRA?
  • How do other vehicles, such as investment dividends, complicate a tax picture for a retiree?

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