In this episode of the Retirement Planning Podcast, host Darrin McComas, along with Jason Fox, explores crucial aspects of retirement planning with a focus on capital gains tax opportunities introduced by 'The One Big Beautiful Bill.' They discuss various tax funnels, emphasizing the benefits of Roth conversions and strategic portfolio liquidation. The episode includes detailed examples, explaining how retirees can leverage current tax laws to maximize their financial gains. Listeners are provided with actionable insights on how to utilize available deductions and opportunities to minimize their tax liabilities effectively. The hosts also offer free resources and consultations to help the audience better navigate their financial planning. To download your free guide to the One Big Beautiful Bill please go to our website: www.ewadvisors.com/guides
00:00 Welcome to the Retirement Planning Podcast
00:47 Introduction to Today's Episode
00:58 Understanding Capital Gains Tax Opportunities
01:34 Exploring Tax Funnels
02:52 Deep Dive into the Post-Tax Funnel
04:48 Capital Gains Harvesting Example
09:07 Strategic Portfolio Liquidation Example
13:12 The Importance of Proactive Tax Planning
16:37 Free Resources and Final Thoughts
18:44 Podcast Disclaimer and Legal Information