• Episode 39: Taxes in Retirement – Surprises, Pitfalls and Opportunities

  • Jul 28 2023
  • Length: 27 mins
  • Podcast
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Episode 39: Taxes in Retirement – Surprises, Pitfalls and Opportunities

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  • Summary

  • 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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