#124 - The basics of taxes and tax planning in retirement

Retirement Planning Education, with Andy Panko

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19d ago 1:00:28

Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include:

What sources of income are taxable vs non-taxable
Required Minimum Distributions ("RMDs") from both your own accounts and inherited accounts
How to pay taxes in retirement: withholdings vs making estimated payments
Gifting tax-efficiently
Making charitable donations tax-efficiently
Overview of common long-term tax planning strategies:
- Delaying Social Security and distributing from pre-tax accounts in the interim
- Roth conversions
- Tax loss and tax gain harvesting
- Asset "location" of which investments to hold in which account types

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
Links in this episode:

129集单集

33 subscribers

published 19d ago

Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include:

What sources of income are taxable vs non-taxable
Required Minimum Distributions ("RMDs") from both your own accounts and inherited accounts
How to pay taxes in retirement: withholdings vs making estimated payments
Gifting tax-efficiently
Making charitable donations tax-efficiently
Overview of common long-term tax planning strategies:
- Delaying Social Security and distributing from pre-tax accounts in the interim
- Roth conversions
- Tax loss and tax gain harvesting
- Asset "location" of which investments to hold in which account types

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
Links in this episode:

129集单集

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