The Downside of Tax Minimization: Why Paying Taxes Can Be a Winning Strategy copertina

The Downside of Tax Minimization: Why Paying Taxes Can Be a Winning Strategy

The Downside of Tax Minimization: Why Paying Taxes Can Be a Winning Strategy

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Episode 16 of Retirement Tax Matters tackles the financial psychology of tax aversion—the emotional resistance high-net-worth retirees often feel toward paying taxes, even when it might be the most strategic move. We explore why successful savers, who built wealth by minimizing costs, often struggle to execute strategies like Roth conversions or selling highly appreciated stock because they view paying tax dollars as a loss of capital. | Disclosures


(00:00) Intro

(00:35) Financial Psychology

(02:10) Tax Aversion

(06:30) Personal Experience with Views on Tax

(10:30) Taxes in Non Qualified Accounts

(15:34) Outro

(16:17 ) Disclosure


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