The Rob Berger Show

RBS 256: 5 Ways to Optimize Your Retirement Plan (and Pay Less in Taxes)

August 18, 2026·23 min
Episode Description from the Publisher

Can a few straightforward tax moves actually improve your retirement plan? In this episode, I take one retirement plan and optimize it, then put the optimized plan next to the base plan so you can see exactly what changed and by how much. ProjectionLab: https://go.robberger.com/projectionla... Newsletter subscribes can get a promo code for 10% off. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

Podzilla Summary coming soon

Sign up to get notified when the full AI-powered summary is ready.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of The Rob Berger Show and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.