Financial Planning
The Ultimate Guide to Retirement Tax Planning
Anu Rawat
September 5, 2025
Securing Your Financial Future
Effective retirement planning is about making your money last. A key component of this is minimizing the tax you pay on your retirement income.
Roth vs. Traditional IRA/401(k)
Understanding the difference is fundamental.
Tax-Efficient Withdrawal Strategies
The order in which you tap your retirement accounts matters. Generally, it's wise to withdraw from taxable accounts first, followed by tax-deferred accounts (like a Traditional IRA), leaving tax-free Roth accounts for last to grow as long as possible.
