Are your tax strategies helping your retirement plan, or could they be creating costly consequences down the road?

Tax planning in retirement goes far beyond what you owe this year. Decisions involving Roth conversions, backdoor Roth IRAs, Social Security, Medicare, investment withdrawals, and long-term care can all affect your lifetime tax picture.

In this episode of Her Money Revolution, Angela Brooks, CFP®, explains how thoughtful tax planning can help you avoid common mistakes and make more informed financial decisions. She discusses when Roth strategies may make sense, the IRS rules that can create unexpected tax bills, and why your taxes should be coordinated with your broader retirement, investment, and estate plans.

Effective retirement planning is not about managing each financial decision separately. It is about making sure every part of your financial life works together.

Listen now to learn how proactive tax planning can support a more strategic approach to retirement and long-term wealth.

Episode Highlights

• Why retirement tax planning should focus on your lifetime tax bill
• How Roth conversions can create unexpected tax and Medicare consequences
• What to know about backdoor Roth IRAs and the pro-rata rule
• Why long-term care planning is also a tax consideration
• How account diversification can provide greater flexibility in retirement
• Why taxes, investments, income, insurance, and estate planning should work together
• Three practical steps for strengthening your retirement tax strategy

Connect with Angela:

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