LGBTQ+ Retirement & Taxes: What You Need to Know Before You Retire

Tax season is officially here! On this week’s show, Matt speaks with Mark Steber of Jackson-Hewitt Tax Service about why you should file as soon as possible. Plus, from Social Security taxation to the impact of state residency on your finances, LGBTQ+ retirees face distinct tax challenges. We’ll explore how to navigate tax laws, take advantage of key deductions, and structure your retirement income for optimal tax efficiency.   Listen to Previous Episodes: https://takeprideinretirement.com/  Connect with Matt: https://takeprideinretirement.com/#contact Subscribe to our YouTube Channel: https://www.youtube.com/@TakePrideinRetirementShow Take Pride in Retirement is proud to be named one of the top Pride podcasts on the internet by FeedSpot. For more, go to https://blog.feedspot.com/pride_podcasts About Take Pride in Retirement: Welcome to Take Pride in Retirement: A podcast dedicated to retirement planning solutions for the LGBTQ community. Our goal is to help educate you about ways to protect your hard-earned money while experiencing market-like growth at the same time. Matt McClure is the host of Take Pride in Retirement. He is a licensed fiduciary financial advisor and Certified Annuity Specialist. The Institute of Business & Finance (IBF) recently awarded Matt with the only nationally recognized annuity designation, CAS® (Certified Annuity Specialist®). This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on fixed-rate and variable annuities. Matt currently lives with his husband and two dogs in his home state of Georgia but spent more than 10 years in New York City. While in the nation’s #1 media market, he worked for The Wall Street Journal Radio Network, Spectrum News NY1 and WCBS Newsradio 880. A highlight of Matt’s career has been reporting regularly from the floor of the New York Stock Exchange.