5 Sources of Non Taxable Income in Retirement You Might Be Overlooking

Looking to lower your tax bill in retirement? You may be surprised to learn that there are 5 sources of non taxable income in retirement.

In this video, we break down the most common types of non taxable income in retirement — and how smart planning can help you keep more of what you’ve saved. Whether you're already retired or planning ahead, these strategies could save you thousands over the course of your retirement.

In this video, you'll learn:
What qualifies as non taxable income in retirement
Why Roth IRAs are a powerful tool for tax-free withdrawals
How to use an HSA for triple tax-free income
When Social Security may be tax-free
Why municipal bonds and return of basis income sources are often overlooked
How to build a tax-efficient retirement income strategy

💡 Whether you're 5 years from retirement or already there, understanding tax-free income sources is key to protecting your wealth.
00:00 Introduction
00:29 Roth IRA Distributions
01:19 Roth Conversions
02:03 HSA Accounts
03:17 Social Security
04:05 Municipal Bond Interest
05:00 Return of Principal From Non-Retirement Accounts
05:41 Overall Distribution Plan

Contact Michael Ruger with Questions: 518-477-6686 or [email protected]
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