Welathstream

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#207 Zero Tax in Retirement

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CFP and CPA Michael Goodman, President of Wealthstream Advisors, wants everyone to strive to pay ZERO taxes in retirement. He says that the ability to do "micro" Roth conversions and to utilize  IRA Charitable Rollovers, which allow taxpayers age 70 ½ or older to make tax-free charitable gifts of up to $100,000 per year directly from their Individual Retirement Accounts to eligible charities, including colleges, universities and independent schools, could help many minimize taxes during retirement.

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Michael's appearance was perfect for this show, because Neil, Don, Claudio, Peter, Richard and Warren all asked about retirement accounts. We also fielded questions about Required Minimum Distributions, so once again, here's the FINRA RMD calculator that I mentioned.

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

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