Ep. 241 – Tax-Smart Retirement: Advanced Strategies to Keep More of What You’ve Earned
Many retirees are surprised to learn their taxes can increase after leaving the workforce. In this episode, we discuss how RMDs, Social Security taxation, and Medicare premiums affect retirement income, and why the years after retirement present important planning considerations. Educational insight to help you better understand tax exposure in retirement.
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Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity.
This information is for educational purposes only and is not to be considered tax, legal or investment advice.
Kirk Cassidy and Paul Metler are financial advisors. Retirement Education Foundation does not offer financial services.
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