Facing Tax Challenges - March 22, 2025

Taxes are a tricky subject for retirees, and the possibility of rising rates makes it even trickier. Dave and Jonathan take a look at some strategies which can be used to make sure what you pay Uncle Sam is the lowest amount legally possible. Dave also equates retirement planning to playing in the NCAA basketball tournament getting underway.Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.