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Ep 17: Top 10 Tax Questions for Retirees in 2023
Manage episode 358182806 series 3378480
Liz Whitteberry에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Liz Whitteberry 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming.
On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.
Here’s some of what we’ll discuss in this episode:
- What are the tax implications of withdrawing money from retirement. (2:03)
- Does the taxation of pension income differ from other forms of income? (5:12)
- How could your taxes change if you move to another state? (9:35)
- What are the tax considerations for gifting money to children and grandchildren? (12:59)
- Should you take advantage of a Roth conversion? (16:40)
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
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