Friday Jun 06, 2025

Ep 231. Zero Tax Burdens in Retirement?!

Is it possible for David to drive a client’s tax burden down to zero in retirement? Is the best way to keep my assets safe to get out of the markets, once I retire? And does Retire SMART use the benchmark of one’s 401(k) should be 10 times larger than your annual salary? David Brooks has answers to these questions in today’s Q&A episode.

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