Taxes in Retirement-Retirement Milestone Ages

Your Retirement With Sam Duell

English - January 27, 2023 21:15 - 50 minutes - 46.1 MB
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Previous Episode: Not Your Parents’ Retirement

Next Episode: New Savings and Tax Rules

Sam, Andi, and Luke discuss the impact of taxes on retirement and steps to counteract that impact. They explain how withdrawals from retirement accounts and pensions can be taxed. They also talk about the calculation of provisional income and how that can make your Social Security subject to taxation. What are the milestone ages in your retirement journey? They go over the important ages and even introduces a couple of new ones.

You can reach Duell Financial Strategies by calling 866-203-7486.

Duell Financial Strategies

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