In this episode of The Clear Cut, Claire Hollander unpacks Chapter 8 of her book, A Clear Path Forward, and explores why tax planning can become even more important in retirement. Claire explains the difference between tax preparation and proactive tax planning, including how IRA and 401(k) withdrawals, Social Security taxation, Roth conversions, and inherited retirement accounts can affect your financial picture. Through practical examples, she discusses why how you access the wealth you’ve built can matter just as much as how much you’ve accumulated.Â
This episode discusses retirement planning, tax planning, retirement accounts, Social Security, estate planning, and general financial concepts for educational purposes only. It is not intended as financial, tax, legal, or investment advice. Individual circumstances vary, and listeners should consult with qualified professionals regarding their specific situation.Â
