Webinar Replay

In this webinar, Wade Pfau reviews the different tax advantages available in the tax code and how to create tax diversification as a foundation for retirement.  Wade dove into tax-efficient retirement distributions, including effective marginal tax rate management, strategic Roth conversions, and long-term capital gains harvesting. Wade also covered pitfalls with generating more taxable income, including the Social Security tax torpedo, increased Medicare premiums, and the impacts of tax-preferential sources of income. The webinar finishes with a detailed example to show how more tax-efficient retirement distributions using strategic Roth conversions can significantly extend retirement portfolio longevity.