Indhold leveret af Andy Panko. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Andy Panko eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !
Gå offline med appen Player FM !
#124 - The basics of taxes and tax planning in retirement
MP3•Episode hjem
Manage episode 448887822 series 3305727
Indhold leveret af Andy Panko. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Andy Panko eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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 [email protected]
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
143 episoder
MP3•Episode hjem
Manage episode 448887822 series 3305727
Indhold leveret af Andy Panko. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Andy Panko eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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 [email protected]
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
143 episoder
Alle episoder
×Velkommen til Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.