Episode 39: Taxes in Retirement – Surprises, Pitfalls and Opportunities
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Episode 39: Taxes in Retirement – Surprises, Pitfalls and Opportunities
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À propos de cet audio
In this episode, Katie discusses avoiding tax surprises and maximizing pleasant ones in retirement.
Key takeaways:
- Taxes could significantly impact retirement savings – planning is key to manage future payments
- Retirement may not lower tax burdens – factors like Social Security benefits and Medicare premiums affect tax obligations
- Surprises such as the “Widows Tax Penalty”, and inflation can impact financial stability in retirement
- Benefits of tax planning include possibly avoiding capital gains tax and optimizing Roth IRA distributions
- Collaborating with a Financial Architect can help navigate tax complexities, minimize unpleasant surprises, and maximize retirement savings
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