On this episode of Investor's Insight Podcast, Lyndon discusses the complexities of retirement taxes, including how different income sources are taxed, strategies for minimizing tax liability, the implications of required minimum distributions, and tax-efficient ways to gift or pass on wealth to heirs. The conversation emphasizes the importance of understanding tax implications early in retirement planning to maximize income retention and minimize tax burdens.

Roth Conversions Part 2: Avoiding the Tax Trap: Timing Your Roth Right
11:22

Roth Conversions Part 1: Is a Tax-Free Retirement Really Possible?
08:23

Annuities Can Help
11:20