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MOKAN Wealth
MOKAN Wealth

The Smart Tax Roadmap | Retire Ready Podcast

Today, we're walking you through "The Smart Tax Roadmap" – six steps to building a tax-efficient retirement plan. Ultimately, we'll help show you how your different types of retirement income are taxed in different ways.Here's an overview of the steps:

  • Master provisional income

  • Categorize your money by tax impact

  • Order your income withdrawals

  • Measure your tax bracket capacity

  • Deciding "Pay Now vs Pay Later"

  • A plan for ongoing management

We hope you enjoy the show!

This content is for educational purposes only and is not investment, tax, or legal advice.

Next Step

Start with a plan, not a portfolio transfer.

You've saved for decades in 401(k)s and IRAs, and the taxes on that money haven't been paid yet. A Retirement Fit Meeting gives you a clearer picture of how taxes may affect your retirement income, even if you decide not to move forward.