Taxes to and Through Retirement

This book provides strategies for navigating taxes before, during, and after retirement, focusing on actionable planning like Roth conversions, IRMAA considerations, and RMD timing.

It outlines how to optimize taxable, tax-deferred, and tax-free income sources to reduce lifetime tax burdens.

The authors use practical examples to illustrate trade-offs and planning windows, aiming to make tax planning less intimidating for retirees.

The book is positioned as essential reading for those nearing retirement who want to minimize surprises related to taxation.