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Tax Information Retirees

Tax Information Retirees

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[Music] hi I'm Christine Benz for Morning Star and welcome to the how to retire podcast it's a companion to my book which is also called how to retire each episode will provide a bite-sized lesson about how to do some aspect of your retirement well today's episode will focus on the tricky topic of tax planning during retirement to tackle this topic I reached out to Jeff Levine Who's lead financial planning nerd at kit.com and also serves as Chief planning officer at Buckingham Wealth Partners Jeff is exceptionally good at explaining complex Tax Matters so I knew that he would do a great job of delving into this topic Jeff thank you so much for being here of course thanks so much for having me well it's my pleasure and you are one of the preeminent tax planning gurus in the US so one topic I wanted to discuss with you today is tax planning in retirement um I often hear from financial advisers that they say that this is one of the key areas where t

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