The IRS: Your Silent Retirement Partner
If your savings are in pre-tax accounts, future tax increases could shrink what you keep. Listen in and learn how you can maximize what you take home. […]
Tag: tax strategies
Avoiding A Retirement Tax Time Bomb
The wrong savings strategy today could lead to massive tax bills later. Listen in and learn how to avoid paying more taxes on your retirement accounts than necessary […]
Mailbag: How Should I Handle My Pension and Next Steps After a Layoff?
We have several great financial planning questions to cover in this week’s mailbag episode. Steve asks how to decide between taking his pension as a lump sum or as monthly income, and what other factors he should consider as he plans for his upcoming layoff and future steps. Amy asks how much she should set aside for taxes on the house and $100,000 in her late father’s checking account, as his only beneficiary. […]