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June 10, 2023

Discounted Taxes, Spending Down, and How Much You'll Pay In Retirement

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Season 6

Use our Retirement Tax Calculator here: www.retirementtax.com

 

This episode features helpful tax advice for those nearing retirement, and the money and financial decisions you'll need to make to help you earn money and maximize your investments.

 

Intro: 0:00

Financial Advisors: Don't You Want Your Taxes At A Discount? - 0:21

Financial Advisors: How Much Will You Pay In Taxes During Retirement? - 9:16

Client Corner: What Is Spend Down? - 17:09

Medicare Advisor: Underwriting - 24:16

Eidelman Law Advisor: Your Estate Plan Doesn't Matter If No One Can Find It - 33:26

CPA: Moving To A Different State For Better Taxes - 41:00

Credits: 46:51

 

Learn more at: https://retirehour.com

 

Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.