The Retirement Oasis Podcast

#05 - Key Tax Strategies in Pre-Retirement

May 1, 2022

There are a few ways to create wealth before retirement – make more money, earn more on your investments, reduce your expenditures. But, there’s one approach that is more exciting than those – implementing tax minimization strategies. We explore that today!

In this episode, Steve and Mel discuss the following:

  • The overall benefits of tax minimization strategies.
  • Critical first steps before implementing key strategies.
  • Key considerations for employer retirement plans.
  • Traditional IRA v. Roth IRA.
  • Why Health Savings Accounts are misunderstood and underutilized.
  • Capital gains planning in today’s environment.
  • And more!



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