Taxes in Retirement
Financial Safari with Marty Nevel
English - March 01, 2024 22:00 - 51 minutes - 47.1 MBInvesting Business Education Self-Improvement 401k 403b care invest medicare plan risk volatility adviser advisor Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
In this conversation, Marty Nevel discusses various topics related to taxation in retirement. He covers what is and what isn't taxed in retirement including Social Security benefits, pensions, interest-bearing accounts, capital gains, traditional IRAs and 401(k)s, life insurance proceeds, and savings bonds. Marty also emphasizes the importance of planning for retirement and incorporating one's bucket list into their overall life planning. Then he discusses the importance of having a safe money strategy and diversifying investments in a volatile market. Additionally, he advises on planning for inheritance and provides insights on withdrawal strategies for retirement accounts. Marty emphasizes the need for comprehensive retirement planning that considers various sources of income and extends to age 100.
You can reach Marty Nevel by calling 888-519-9096.
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