EPISODE · Jul 1, 2021 · 18 MIN
Episode 26: The Tax Man's Hand Is In Your Retirement Pocket
from EASE Into Retirement · host Tom Mosley
Know your marginal tax bracket The difference between regular income and capital gains How you could pay excess Medicare premiums Take the MACRO not the MICRO approach to taxes Don't get caught in the RMD trap Social Security income could likely be taxed Harvesting from the forever taxed IRA to the tax-free ROTH Don't get caught by the widows penalty Tax laws are written in pencil For more information go to: www.mosleywealthmanagement.com
What this episode covers
Know your marginal tax bracket The difference between regular income and capital gains How you could pay excess Medicare premiums Take the MACRO not the MICRO approach to taxes Don't get caught in the RMD trap Social Security income could likely be taxed Harvesting from the forever taxed IRA to the tax-free ROTH Don't get caught by the widows penalty Tax laws are written in pencil For more information go to: www.mosleywealthmanagement.com
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Episode 26: The Tax Man's Hand Is In Your Retirement Pocket
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