Episode 163: Defusing the Retirement “Tax Bomb” with David McClellan
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Description
If you’ve dutifully socked away money in a 401(k) or IRA for years, you could be in for an unpleasant shock when it comes time to take money out of those accounts. Also, the IRS is sending out a surprise round of checks.
Links mentioned in this episode:
https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb
https://www.kiplinger.com/retirement/retirement-planning/605146/watch-out-rmds-can-trigger-massive-medicare-means-testing
https://www.kiplinger.com/taxes/tax-refunds/605135/irs-tax-refunds-for-late-filing-penalty
https://www.kiplinger.com/retirement/medicare/602937/you-can-appeal-a-medicare-premium-surcharge
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Links mentioned in this episode:
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Published 09/27/22
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Kalman Chany, author of the Princeton Review’s Paying for College will help you find every bit of tax relief available. Also, the USPS raises rates for the holidays.
Links mentioned in this episode:
USPS to Raise Rates for "Holiday" Season Again
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Published 08/23/22
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