Tax Deductions

Ep 078: RMD’s: The Benefits and Consequences to Early Planning

RMD’s: The benefits and consequences to early planning
- How much, and when should you withdrawal?
- Be aware: Penalties, taxes and deadlines
- RMD strategies while you’re still working
- Donating your distribution
- Spousal or non-spousal inheritance advice
- Annuities and the relationship to your traditional IRA and 401k

Ep 052: Taxes and Retirement

Taxes and Retirement: Build a plan around great timing:
- The various types of income you can expect to be taxed in retirement
- Which deductions will disappear when you retire?
- Choosing the magical age to stop working
- Be smart! Track your medical expenses to reduce your taxes
- When is it time to start taking Social Security benefits?
- Strategies to help you squeeze more from the tax law