Retire Happy Podcast: Season 2 – How To Be Tax Efficient In Retirement (Ep.11)


From the time you get your first job to the time you retire, tax planning is crucial throughout your entire life.

Being efficient with your taxes can help you to live your best life.

In this episode of the Retire Happy Podcast, Jeremy Finger discusses the importance of people being tax-efficient throughout life. He also explains the four forms of income and why they aren’t taxed the same way.

Jeremy discusses:

  • Why income isn’t taxed the same
  • The importance of being tax-efficient in retirement
  • The four forms of income
  • The importance of saving money in a health savings account
  • Why your Social Security should be as high as possible
  • And more

Table of Contents

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