Smart Tax Moves in Retirement: Beyond Withdrawals

Описание: Most retirees focus only on withdrawals—how much to take, and when. But that’s just half the puzzle.

In this week’s She Wins Podcast, I’ll share practical strategies to help you go beyond withdrawals and design a stronger financial future.

Here’s what we’ll cover:
✨ Roth conversions: Why paying some tax now creates freedom later
✨ Charitable strategies: Smarter ways to support what matters most
✨ Estate & legacy planning: How to protect your loved ones and create clarity

If you’re preparing for retirement—or already living it—this session will help you move from confusion to clarity and from fear to confidence.

👉 RSVP today!
📅 Wednesday, September 17
⏰ @12:00 PM MT

Don’t miss this empowering conversation!

Free resource: The Retirement Tax Strategy Checklist: Beyond Withdrawals - https://storage.googleapis.com/msgsnd...

Timestamp:
00:00 Introduction and Disclaimer
00:21 Welcome to She Wins: Women, Wealth, Wisdom, and Legacy
01:31 Avoiding Tax Surprises in Retirement
02:34 Understanding Withdrawal Strategies
04:54 Roth Conversions: A Key Strategy
09:37 Charitable Strategies: Giving Smart and Joyfully
12:17 Estate and Legacy Planning: The Long View
14:48 Pulling It All Together
16:13 Conclusion and Resources

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