40 min listen
Encore: The Retirement Tax Torpedo
ratings:
Length:
43 minutes
Released:
Jan 2, 2024
Format:
Podcast episode
Description
The calculation the IRS uses to determine how you pay taxes on retirement income creates this danger zone where taxes can be SIGNIFICANTLY amplified. And if you fall into this danger zone, you could pay a MUCH higher tax rate on some of your retirement income. In this encore episode, we talk about how you can avoid the pitfall of paying way too much in taxes on that income. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin’s team at https://www.carrolladvisory.com/ Contact John’s team at https://www.rossandshoalmire.com/
Released:
Jan 2, 2024
Format:
Podcast episode
Titles in the series (100)
#006: Hiring a Financial Advisor: The second type of advisor every retiree needs in their corner is a Financial Advisor. Not everyone needs a financial advisor. But those who are within 10 years of retirement, are too busy to do their own planning, or with complex financial situations... by Big Picture Retirement