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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About this listen
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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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.