Player FMアプリでオフラインにしPlayer FMう!
What About Taxes?
Manage episode 405361697 series 2965563
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.
See omnystudio.com/listener for privacy information.
101 つのエピソード
Manage episode 405361697 series 2965563
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.
See omnystudio.com/listener for privacy information.
101 つのエピソード
すべてのエピソード
×プレーヤーFMへようこそ!
Player FMは今からすぐに楽しめるために高品質のポッドキャストをウェブでスキャンしています。 これは最高のポッドキャストアプリで、Android、iPhone、そしてWebで動作します。 全ての端末で購読を同期するためにサインアップしてください。