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Episode 63: Mark asks: “How Bad Is the Illinois Estate Tax If You’re Just Over $4 Million?”
Mark asks what really happens if your estate ends up just over Illinois’ $4-million estate tax threshold? Scott explains how the Illinois estate ta…
4 months, 2 weeks ago
Episode 62: Dave Asks: How Do I Reduce Risk Five Years Before Retirement Without Going Too Conservative?
The final years before retirement can be the most dangerous for your portfolio. In this episode, Scott answers Dave’s question about reducing investm…
4 months, 3 weeks ago
Episode 61: Linda Asks: How Do We Control Taxes When RMDs and Social Security Start?
Many retirees are shocked to discover they’re paying more in taxes after retirement than before. In this episode, Scott responds to Linda’s question …
5 months ago
Episode 60: Mark Asks: How Bad Is the Illinois Estate Tax If You’re Just Over $4 Million?
Illinois has one of the most misunderstood estate tax systems in the country. In this episode of Retirement Decoded, Scott answers Mark’s question ab…
5 months, 1 week ago
Episode 59: Denise asks, “What’s the smartest way to start transferring wealth to our kids?”
New rules mean new opportunities — and pitfalls — for passing on your wealth.
Scott Tucker explains how the One Big Beautiful Bill Act reshapes est…
5 months, 2 weeks ago
Episode 58: Mark asks, “How can I keep steady income in retirement without sitting in cash?”
When you’re retired, the old “just ride it out” advice doesn’t cut it. Scott Tucker tackles the real-world problem of staying invested while still…
5 months, 3 weeks ago
Episode 57: Karen asks, “How do Qualified Charitable Distributions really work with RMDs?”
Turning 73 means RMDs are officially on the table — but what if you could satisfy your requirement and cut your tax bill? Scott Tucker explains ho…
6 months ago
Episode 56: Karen asks how to adapt when markets or tax laws change...
Karen asks a smart question that every retiree should be thinking about:
If the market or tax laws change again, how do you build flexibility into a…
6 months, 1 week ago
Episode 55: Linda's question: How to enjoy retirement today without jeopardizing tomorrow...
Linda and her spouse are asking one of the most common—and most personal—questions in retirement planning:
How do you find the right balance between l…
6 months, 2 weeks ago
Episode 54: Should you do Roth conversions now or wait for Congress?
With the One Big Beautiful Bill Act extending some tax breaks but letting others expire in 2026, many retirees are asking the same question Michael p…
6 months, 3 weeks ago