Aug 31, 2026 · 48 min · 10 segments
In this solo episode of The Personal Finance Project, Greg dives into one of the most misunderstood aspects of retirement planning: how to pay your taxes after leaving the workforce. Many retirees…
The subject matter of this discussion today is going to be at least tangentially related to tax.
Got us off to New York, so the listener is just going to have a big dose of Greg and taxes on this episode.
With that as the backdrop, let's kind of get into the subject matter of the discussion.
Like I said, it's sort of tangentially related to taxes, but we're really going to be discussing the various ways in which a person, and in our business, a retired person, can go about paying their taxes.
Any one of these strategies that grabs your attention, you should certainly talk with a licensed tax professional prior to employing them in your own personal circumstances.
There are two basic methods that we're going to talk about today, and we're really going to spend some time making sure that you, the listener, can come away with an understanding of how these various methods of paying taxes work, but more importantly, how they differ and why you may favor one over the other in a specific situation or in a situation specific or unique to you.
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