In this episode, the hosts discuss the complexities of retirement planning, focusing on the often-overlooked tax implications that retirees face. They explore how Social Security benefits can be taxed, the impact of required minimum distributions (RMDs), and the hidden costs associated with inheritance. The conversation also covers strategies for maintaining a steady income in retirement, including the importance of tax diversification and the potential benefits of working longer. Listener questions provide practical insights into managing finances during retirement, emphasizing the need for careful planning and communication with family members regarding estate distribution.

 

Reach out to John and Sara at 800-326-5688 or https://www.exactwealthmanagement.com/

In this episode, the hosts discuss the complexities of retirement planning, focusing on the often-overlooked tax implications that retirees face. They explore how Social Security benefits can be taxed, the impact of required minimum distributions (RMDs), and the hidden costs associated with inheritance. The conversation also covers strategies for maintaining a steady income in retirement, including the importance of tax diversification and the potential benefits of working longer. Listener questions provide practical insights into managing finances during retirement, emphasizing the need for careful planning and communication with family members regarding estate distribution.
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Reach out to John and Sara at 800-326-5688 or <a href="https://www.exactwealthmanagement.com/">https://www.exactwealthmanagement.com/</a>

John Becker, Sarah Nugent-Noll, and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 326-5688

John Becker, Sarah Nugent-Noll, and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. For more information or to get your own questions answered, call or text (800) 326-5688

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