Master the essentials of retirement taxation in this concise course. Learn how various income sources—Social Security benefits, pensions, traditional and Roth IRAs, 401(k)s, and investment income—are taxed during retirement. Explore strategies such as Roth conversions, tax gain and loss harvesting, and managing required minimum distributions (RMDs) to optimize your tax situation. Gain insights into the U.S. tax system, including tax brackets and deductions, to make informed financial decisions.