Hear from founder and president, Tim Doehrmann.
![[Video] Will Capital Gains Push Me into a Higher Tax Bracket? Thumbnail](https://static.twentyoverten.com/5c4205e5a8b62a3061fa2074/vk2gUq5dGlY/CGE.jpg)
Knowing how to navigate capital gains tax rules can literally save you thousands of dollars immediately and tens of thousands, if not millions, over the long haul!
![[Video] Reducing Taxes Using Roth IRA Conversions Thumbnail](https://static.twentyoverten.com/5c4205e5a8b62a3061fa2074/zizn8SMdSIS/RC-part-1.jpg)
Tim talks about how to reduce your lifetime tax liability by using Roth IRA conversions, how to get more money into a Roth IRA with a “backdoor Roth,” and how to use a Roth IRA for college savings.
![[Video] Limit Tax Liability in Retirement with Asset Location Thumbnail](https://static.twentyoverten.com/5c4205e5a8b62a3061fa2074/VEumo9R4dJL/TL.jpg)
In this podcast episode and on YouTube, I talk about how asset location can be combined with your desired asset allocation to reduce your taxable income.
What is a retirement tax bomb? This episode covers the problem and how it can lead to an income tax bomb and a Medicare tax bomb. We also discuss the widow's tax and how an income tax bomb can affect your heirs.
Income annuities and fixed indexed annuities might be better than bonds for retirees, but it depends on your own situation and goals. Let's look at some options.
In this episode of Retire You Way Radio, we talk about more than just money. We look at the relationship of money, health, and time and how to maximize those resources to create memorable experiences throughout your life.
What's up with the housing market, and how is there a housing shortage? Tim Doehrmann, CFP®, answers these questions here and on Retire Your Way Radio.
Parts of the SECURE Act 2.0 go into effect January 1, 2023. There is a lot to unpack, but Tim hits on the highlights and how it will affect your retirement.
A good, comprehensive financial advisor can boost investment performance by using tax planning strategies, such as asset location. Here's how.
On Retire Your Way Radio, I talked about annuities and how to decide whether or not to include them in your retirement portfolio.
A break-even analysis is useful for comparing investments, but Social Security is not an investment. Social Security is more like an insurance policy.
On Retire Your Way Radio, Tim shares a list of 7-figure retirement dos and don’ts. List lovers will appreciate these 8 financial tips for a successful retirement.
Moving to a state with no income tax in retirement sounds great, but what about property taxes, sales taxes, and insurance rates? Move for lifestyle, not taxes!
On Retire Your Way Radio, I talk about how proposed guidance from the IRS about required minimum distributions (RMDs) from inherited IRAs could affect you or your heirs.
The jump to retirement is a big change after working full time for many years or decades. But what if you could start with a part-time retirement? Here's how!
2021 has been called the Great Resignation as Americans chose to leave their jobs in record numbers. But is the Great Resignation sustainable for retirees?
Raise your standard of living for half the cost by living abroad? On Retire Your Way Radio, I share some benefits and tips for living abroad in retirement.
Are you considering Social Security? On Retire Your Way Radio, I give you the facts beyond the headlines about Social Security being depleted sooner than expected.
On Retire Your Way Radio, I’m sharing a recent Morningstar study about why investors underperform every year and how to improve your returns. I also tie in how advisors can add value.
On Retire Your Way Radio, I talk about the U.S. national debt, why the debt ceiling doesn't really matter, and the role of Modern Monetary Theory.