))
Tax Birthdays and Milestones
Manage episode 341255124 series 2907060
Daniel W. Leonard and Dan Leonard에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Daniel W. Leonard and Dan Leonard 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.
Welcome back to Powering Your Retirement Radio. In the episode, we will discuss the different Milestones that certain birthdays bring.
0 to 18 years - Kiddie Tax Issues
18+ - Claiming children as dependents
18 or 21, even 25 - Age of Majority for UTMA and UGMA accounts
26 - "adult" children of parent's healthcare
The Gap years - College to Age 50 - Retirement Savings
50+- "Catch-Up" Contributions - 401k, 403b, IRA, Roth IRA
55+- "early" retirement - Penalty Free Distributions from company plans, in the right circumstances.
59 ½ - Access to all retirement assets penalty-free
60+ - Ability to claim Widow Benefits (if applicable)
62+ - Social Security Benefit claiming
65+ - Medicare sign-up and annual renewals
~68+ - Future RMD (Required Minimum Distribution) Planning
70 ½+ - QCD (Qualified Charitable Distributions), avoids sneaky taxes
72+ - RMD (Required Minimum Distribution) start
Visit the Podcast site: https://poweringyourretirement.com/2022/09/15/tax-birthdays-and-milestones
57 에피소드
공유
