Skip to main content
MarketVault
BrowseExpertsTopicsTimelineMapSubmit

Disclaimer: MarketVault is an educational video curation platform. Nothing on this site constitutes financial advice, investment advice, or a recommendation to buy or sell any asset. Always consult a qualified, regulated financial advisor before making investment decisions. Investing carries risk — you may lose money.

MarketVault

Curated financial insights from the world's top experts. Invest in your knowledge.

BrowseExpertsTopicsDecadesSubmit a ClipAboutContactEditorial PolicyArticles

© 2026 MarketVault. All footage remains the property of its original creators.

Privacy PolicyTerms of UseSupport

Developed with love as a personal project by Jamie McDonnell

ui-ux-design.comai-consultancy.company
PreviousUse arrow keysNext
0 views
Share this clip

What We’re Planning Before Retirement to Reduce Our Taxes

Strategy Guideyoutube

How can we reduce taxes in retirement? We share our retirement tax planning strategy, including Roth conversions, Required Minimum Distributions (RMDs), and Medicare IRMAA as we prepare for retirement. In this video, we discuss the strategies we're considering, how Roth conversions may affect our taxes, and why planning ahead can help us make informed retirement decisions. We're sharing our personal journey as we prepare for retirement—NOT FINANCIAL OR TAX ADVISE #RetirementPlanning #RetirementTaxes #RothConversions 00:00 Retirement Tax Planning: Why Plan Ahead? 01:02 Roth Conversions Explained 03:00 How Roth Conversions Affect Taxes 05:44 Roth Conversions and Medicare IRMAA 06:34 Required Minimum Distributions (RMDs) 08:50 Our Retirement Tax Planning Strategy Check out our channel for more videos : https://www.youtube.com/channel/UCwZEfU5vkYMM8_ft_xwaz3g for business inquiries: haven.eileen@gmail.com

Added 20 Oct 2026

Know someone who'd love this clip?

Share it with friends and fellow fans.

Share this clip

Keep Exploring

All ExpertsAll TopicsAll DecadesBrowse by Format