In Episode 183, Fred Saide discusses effective strategies for generating tax-free retirement income and the importance of tax planning in retirement. He emphasizes that many retirees may not realize their tax situation could worsen and highlights the significance of withdrawal strategies and tax implications on Social Security and Medicare. The conversation also delves into Roth conversions, their benefits, and the necessity of a comprehensive tax strategy to navigate the complexities of the tax code and ensure financial stability in retirement.
Reach Fred Saide at 800-593-8188.
Money Matters USA
www.moneymattersusa.net
www.wealthensure.com
See omnystudio.com/listener for privacy information.
Dr. Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRA, 401k’s, retirement plans, strategic (income) tax planning, estate planning with retirement assets. He is a successful podcaster MoneyMattersUSA® with Fred Saide and previously hosted a weekly radio program. His expertise has been well sought after, as he has been published in USA Today and Gannett Media. He has authored several e-books and “white apers” on financial and retirement topics. Additionally, he has been interviewed by many financial publications, TV and cable, and has ghost written for multiple financial websites.
After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA, and his BA from Adelphi University, he went on to earn certificates for studies at Purdue University, The American College of Financial Services, MIT Age Labs, Penn_Wharton.
