You and the IRS

In this episode of Money Matters, the hosts discuss the often-overlooked tax implications of retirement, including how Social Security and RMDs can affect retirees' income. They explore the hidden costs of inheritance and the importance of estate planning to minimize tax burdens on heirs. The conversation shifts to income strategies for retirement, emphasizing the need for a comprehensive plan to replace lost income and manage expenses. Listener questions are addressed, providing practical advice on navigating financial challenges in retirement. Reach out to Deb and Laurie at  800-932-5010 or https://www.gvcpleasantgrove.com/money-matters-radio-showSee omnystudio.com/listener for privacy information.