In this episode, Fred Saide discusses taxes in retirement and provides insights into creating tax efficiency. He explains the taxation of retirement income sources, including Social Security benefits, pensions, interest-bearing accounts, stocks, bonds, mutual funds, and dividends. Fred also highlights the tax treatment of life insurance proceeds and the benefits of Roth IRAs compared to traditional IRAs. The episode concludes with a Stump the Guru question about the 60-day rollover rule and potential waivers.  You can submit your “Stump the Guru” question on www.moneymattersusa.net.  

Click the podcast tab and you’ll see Stump the Guru.

You can reach Fred by calling 800-593-8188.

Money Matters USA

In this episode, Fred Saide discusses taxes in retirement and provides insights into creating tax efficiency. He explains the taxation of retirement income sources, including Social Security benefits, pensions, interest-bearing accounts, stocks, bonds, mutual funds, and dividends. Fred also highlights the tax treatment of life insurance proceeds and the benefits of Roth IRAs compared to traditional IRAs. The episode concludes with a Stump the Guru question about the 60-day rollover rule and potential waivers.  You can submit your “Stump the Guru” question on <a href="http://www.moneymattersusa.net">www.moneymattersusa.net</a>.  
Click the podcast tab and you’ll see Stump the Guru.
You can reach Fred by calling 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Fred Saide discusses proper planning to and through retirement.  His goal is to provide information on financial matters related to planning a successful retirement.  Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.

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