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Get the retirement insights you need from the retirement leader who millions trust every day. This award-winning podcast equips you with knowledge, tools, and confidence to create the future you imagine. For over 50 years, T. Rowe Price has been asking questions to gain a deep understanding of investors’ retirement challenges and goals. See where our curiosity can take you.

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360° Retirement Tax Planning Minimize Lifetime Taxes and Extend Your Portfolio

03-19-2026

Host Jessica Sclafani sits down with CERTIFIED FINANCIAL PLANNER® professionals Mycha Marshall and Roger Young for a 360° look at tax planning before and during retirement. Learn how to optimize withdrawals across different account types, tackle the Social Security “tax torpedo,” time Roth conversions, and manage RMDs. Plus, explore advanced strategies like Qualified Charitable Distributions and tax-loss harvesting, and walk away with practical steps to help minimize lifetime taxes and extend your portfolio.

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Filetype: MP3 - Size: 89.78MB - Duration: 48:58 m (256 kbps 44100 Hz)