Episode 61: Linda Asks: How Do We Control Taxes When RMDs and Social Security Start?

Failed to add items

Sorry, we are unable to add the item because your shopping basket is already at capacity.

Add to cart failed.

Please try again later

Add to wishlist failed.

Please try again later

Remove from wishlist failed.

Please try again later

Follow podcast failed

Unfollow podcast failed

Episode 61: Linda Asks: How Do We Control Taxes When RMDs and Social Security Start?

Listen for free

View show details

About this listen

Many retirees are shocked to discover they’re paying more in taxes after retirement than before. In this episode, Scott responds to Linda’s question about managing taxes when most savings are in pre-tax retirement accounts. You’ll learn how required minimum distributions and Social Security can stack together, why tax brackets can rise unexpectedly, and why having a strategy to control income timing is a critical part of a successful retirement plan. Want a tax-smart retirement income plan? Get on our phone calendar at TuckerRetirement.com.

No reviews yet