If you receive 100% of your income from your salary, the manner in which you are taxed is relatively straightforward, but most Americans receive income from multiple different sources, all of which are taxes a little differently. Donna and Nathan discuss how your tax liability is calculated on different types of income, including: social security, pensions, dividends and interest, capital gains, retirement accounts, life insurance proceeds, annuities, and real estate sales.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 4/9/2024.
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