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Smarter Strategies for Retirement, Wealth Building, and Taxes with Michael Kitces
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Episode: Smarter Strategies for Retirement, Wealth Building, and Taxes with Michael Kitces
Pub date: 2025-08-27
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#243: Discover smarter strategies to grow your wealth and create financial flexibility. We dive into when it makes sense to invest beyond retirement accounts, how to access savings early through Roth conversions and 72(t) distributions, ways to reduce taxes with HSAs, tax-advantaged accounts, and charity, and so much more.
Michael Kitces is the Head of Planning Strategy at Focus Partners Wealth, co-founder of XYPN and publisher of a continuing education blog for financial planners, Nerd’s Eye View.
Link to Full Show Notes: https://chrishutchins.com/smarter-savings-retirement-michael-kitces
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Resources Mentioned
Michael Kitces: Website | Focus Partners Wealth | XYPN
Blog Posts
- The Four Phases Of Saving And Investing For Retirement
- 3 Types Of Retirement And Their Very Different Savings Strategies
- Supplemental Saving In An HSA For Retiree Medical Expenses
- IRA Aggregation Rule And Pro-Rata IRA Taxation
- Effective Backdoor Roth Strategy: Rules, IRS Form 8606
- Published on 1 week, 5 days ago