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Taxes in Retirement: How to Maximize Income and Minimize What You Owe

Taxes in Retirement: How to Maximize Income and Minimize What You Owe

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Learn how to keep more of your money in retirement with smart income and tax strategies!

Most people picture Social Security or a 401(k) when they think about retirement income — but that’s just the beginning. In this episode of Winning Retirement, Greg and Kristen explain how to coordinate multiple income streams, from pensions and IRAs to RMDs, dividends, and rental income, while keeping taxes as low as possible. Learn how to identify your real retirement income need, create a comfortable spending plan, and discover why a 10–20% cushion can make all the difference.



✅ Need a little help getting organized? Download a FREE copy of Legacy’s My Retirement Kit: https://www.legacyretirementgroup.com/podcast-request

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