Oct. 27, 2026

The Retirement Tax Mistake That Could Cost You More Over Your Lifetime with Freeman Linde

The Retirement Tax Mistake That Could Cost You More Over Your Lifetime with Freeman Linde
The Retirement Tax Mistake That Could Cost You More Over Your Lifetime with Freeman Linde
Retire Today
The Retirement Tax Mistake That Could Cost You More Over Your Lifetime with Freeman Linde

Most people think tax planning means finding ways to pay less in taxes this year. But reducing today's tax bill doesn't necessarily mean you'll be better off in retirement.

Jeremy Keil talks with Freeman Linde, author of Tax Savings Strategies, about how couples over 50 can think more strategically about taxes before and during retirement. Explore the difference between tax preparation and tax planning, why deferring taxes isn't always the best choice, and how Roth conversions can be evaluated using projected future tax rates.

For disclosures and conflicts visit keilfp.com/disclosures.