Jeff Levine discusses how to lower your in-retirement tax bills.

Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine talks with financial planning expert Jeff Levine about the importance of tax planning in retirement.

Why Tax Planning is Key When Withdrawing from Your Retirement Portfolio

Will Your Taxes Decrease in Retirement?

Key Tax Strategies for Retirees Before They Have to Take RMDs

Do Rules of Thumb for Retirement Spending Make Sense?

How to Lower Your RMD Tax Bills

How Qualified Charitable Distributions Can Help Lower Your Tax Bill

Key Takeaways



Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of your retirement well.

Today's episode will focus on the tricky topic of tax planning during retirement. To tackle this topic, I reached out to Jeff Levine, who is Lead Financial Planning Nerd at Kitces.com, and also serves as Chief Planning Officer at Buckingham Wealth Partners. Jeff is exceptionally good at explaining complex tax matters, so I knew that he would do a great job of delving into this topic.

What are the secrets to a healthy, happy, and wealthy retirement? Find out with Christine Benz’s new book, “How to Retire.” [ Ссылка ]



More from Jeff Levine

Bio [ Ссылка ]

Kitces.com [ Ссылка ]

Buckingham Wealth Partners [ Ссылка ]

Jeff Levine on The Long View: Smart Tax Moves for 2023 and Beyond [ Ссылка ]



Read more from Christine Benz.

How to Retire: Tips for Entering Retirement [ Ссылка ]

The Big Retirement Myth [ Ссылка ]

Can You Control Required Minimum Distributions? [ Ссылка ]

8 Little-Known Facts About RMDs [ Ссылка ]

An Investing Road Map for Retirees [ Ссылка ]



Read about topics from this episode.

4 RMD Mistakes to Avoid [ Ссылка ]

How Retirees Can Avoid the ‘Tax Torpedo’ [ Ссылка ]



Watch more from How to Retire.

How to Retire: Transition from Saving to Spending [ Ссылка ]

How to Retire: Consider a Retirement Bucket Portfolio Strategy [ Ссылка ]

How to Retire: Know What ‘Enough’ Means in Retirement [ Ссылка ]

How to Retire: Understand the Role of Working Longer [ Ссылка ]

How to Retire: Stay Flexible with Your Retirement Spending [ Ссылка ]



Read what our team is writing:

Christine Benz [ Ссылка ]



Follow Christine Benz on social media.

X: [ Ссылка ]

LinkedIn: [ Ссылка ]

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