#124 - The basics of taxes and tax planning in retirement

Retirement Planning Education, with Andy Panko

Вміст надано Andy Panko. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Andy Panko або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

3M ago 1:00:28

MP3•Головна епізоду

Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include:

What sources of income are taxable vs non-taxable
Required Minimum Distributions ("RMDs") from both your own accounts and inherited accounts
How to pay taxes in retirement: withholdings vs making estimated payments
Gifting tax-efficiently
Making charitable donations tax-efficiently
Overview of common long-term tax planning strategies:
- Delaying Social Security and distributing from pre-tax accounts in the interim
- Roth conversions
- Tax loss and tax gain harvesting
- Asset "location" of which investments to hold in which account types

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
Links in this episode:

The Rock Retirement Club - here

My company newsletter - Retirement Planning Insights
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Retirement Planning Education website - www.RetirementPlanningEducation.com

138 епізодів

#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions