Retirement Tax Savings in Year ONE!

Discover how a family significantly reduced their tax bill in their first year of retirement with a tax strategy called income spreading. This video gives practical examples of how to take advantage of one-time or recurring retirement tax savings opportunities.
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🔑 KEY TOPICS
0:00 - Intro
1:02 - Income Spreading
1:29 - Case Study
5:28 - Other Examples
7:19 - Conclusion
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[@davidfolts5893]

Thank you for your excellent content, Nick!

[@brindleandbay]

My pleasure!

[@Sylvan_dB]

depending on your marginal rate (federal, state and local) a $4000 saved might be $6000 or more earned.
I've been trying to figure and predict my marginal rate to make plans for Roth conversions post-retirement, and it's not easy!

[@brindleandbay]

True!