Financial Planning: Explained - 11 - Maximizing Tax Efficiency / Social Security / Retirement - Financial Planning Explained – Maximizing Tax Efficiency/Social Security/Retirement

00:28:46Added: 18.03.2022

This week on Financial Planning: Explained, host Michael Menninger, CFP covers the topic of maximizing tax efficiency for retirement, as well as maximizing Social Security benefits. There are many facets to consider when it comes to collecting Social Security, and also how the answer to one question results in opening several other doors to help maximize tax efficiency throughout retirement, and even addresses estate planning issues from a tax efficiency perspective. This episode is a must watch.

Topics covered include: Tax law changes in 2020, required minimum distributions on an inherited IRA, and strategies on retiring early.