TAX TAKEOVER! IRA's, Social Security, and More

This week's episode features Joshua Cicora, Lead CPA of Market Tax Services as he talks with advisors about investment strategies with tax concerns, IRMAA, Inheritance, and Phantom Income.

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

Intro: 0:00

Financial Advisors: IRA's 10-Year Rule - 0:23

Financial Advisors: Can You Turn Back the Clock on Social Security? - 8:24

Client Corner: What Counts as Income? - 16:54

Medicare Advisor: 2 Year Look Back - 23:55

Eidelman Law Advisor: When Inheriting a Business Goes Wrong - 31:51

CPA: Phantom Income - 39:39

Credits: 44:28

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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.