Phil’s Tax Hacks

Ep 157: Common Questions About Taxes in Retirement

November 3, 2022

With tax season around the corner, we get a lot of questions about taxes. Many don’t understand that their tax strategy completely changes in retirement.

In this episode, we will cover some of the key points about your taxes in retirement.

Join us on today’s episode as we break down these major topics:

  • How should my tax strategy change as I transition into retirement? (1:14)
  • In 2026 taxes codes will revert to the Obama administration era of taxes if there are no changes. Will there be as many deductions in retirement with that code? (3:43)
  • How effective is it to move to a state with no income taxes? (14:30)

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