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.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
