6 Retirement Tax Strategies You May Be Overlooking | The Wealth Shepherd Ep. 9

Could your taxes actually increase after you retire? Between required minimum distributions (RMDs), Social Security taxation, Medicare surcharges, and capital gains, retirement can bring unexpected tax challenges. But with the right planning, there may be opportunities to reduce your tax burden and keep more of your hard-earned savings. In this episode of The Wealth Shepherd Podcast, Ed of Guanill Wealth Management breaks down six powerful retirement tax strategies that many retirees overlook. From Roth conversions and qualified charitable distributions to asset location and charitable trusts, discover how proactive tax planning could make a meaningful difference in your financial future. Timestamps: Why Taxes Can Increase After Retirement Five Hidden Tax Challenges for Retirees A Real-World Retirement Tax Planning Example Strategy 1: Roth Conversions and Medicare Limits Strategy 2: Qualified Charitable Distributions (QCDs) Strategy 3: Asset Location for Tax Efficiency Strategy 4: Donor-Advised Funds and Appreciated Stock Strategy 5: Charitable Remainder Trusts Strategy 6: Irrevocable Life Insurance Trusts Final Thoughts and How to Get All 11 Tax Strategies Need help planning for retirement? Call us at 📞 916-359-2750 or visit our website at 🌐 https://www.edgwealth.com/index.html to get started. #FinancialAdvisor #FinancialAdvisorAtYourService #Retirement #Retirementplanning #Sacramento #Sandiego

Added 20 Oct 2026