Discover why working just six months longer can be a bigger retirement planning boost than most near-retirees realize. But while working longer almost always works out, for retirees in the $2M-$8M range sometimes this question comes back to defining enough and knowing when continuing to wait one more year might not be the best path to take.

We have developed a 5 step framework for what tax planning looks like for High-Net-Worth Retirees between $2M-$8M. It walks you through each season of the calendar year and how we implement tax-return driven financial planning for clients. Request a free resource using this link: https://www.retirementtaxmatters.com/checklist

(00:00) – Welcome & Spring Allergies

(01:51) – The One More Year Syndrome

(03:27) – The Power of Working Longer Study

(06:21) – The Retirement Boost of Working Longer

(08:44) – The Role of Social Security & Portfolio Preservation

(12:47) – Tax Implications & Roth Conversion Windows

(17:34) – The Identity Crisis of a High Achiever

(21:14) – Practical Tax Planning Steps for This Year

(24:02) – Finding Peace of Mind in Retirement

Disclosures: https://www.retirementtaxmatters.com/disclosures

One More Year Syndrome: Why Proactive Tax Planning is the Cure for High-Net-Worth Retirees| Episode 29

Retirement Tax Matters | Advanced Tax Planning for High-Net-Worth Retirees

One More Year Syndrome: Why Proactive Tax Planning is the Cure for High-Net-Worth Retirees| Episode 29