Welcome to another episode of the podcast! This week, we break down key retirement planning strategies that can significantly impact income, taxes, and long-term financial security.

The discussion covers optimal timing for Roth conversions during the "bridge years" before required minimum distributions begin, and how strategic use of tax brackets can help create long-term tax-free income. We also explain important considerations like IRMAA and how conversions may affect Medicare premiums.

The episode then explores long-term care planning and the evolution of asset-based insurance options that combine care protection with life insurance benefits. Finally, it highlights often-overlooked Social Security strategies, including spousal and divorced survivor benefits that can materially increase lifetime retirement income.

Listen in.

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