Hi Jan,

Episode 207 of our Retire With Style podcast is out now!
We’re back this week with a new episode of Retire With Style, and Alex and I spent the hour digging into some excellent listener questions about taxes and retirement planning. If you have ever wondered about the rule of 55, the best way to approach Roth conversions, or how required minimum distributions fit into your long-term plan, this one will be useful.

We walk through how to think about penalty-free 401(k) withdrawals, why filling your standard deduction can meaningfully reduce lifetime taxes, and how after-tax withdrawal rates differ depending on the type of account you are using. We also talk about broader demographic trends and why markets already factor those shifts into pricing, which reinforces the value of staying diversified and consistent with your investment strategy.

If you have been sending questions our way, thank you. Keep them coming. They shape these conversations and help us focus on the issues that matter most to you. Listen now to learn more!