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E.A.S.E. Into Retirement episodes
- Episode 21: 10 Things Retirees Often Get Wrong About Taxes (Part 4)9. Estate Tax thresholds are huge right now, but there may be a storm cloud building on the horizon. 10. You actually get a little added standard deduction bonus once you reach age 65.
For more information go to: www.mosleywealthmanagement.com15 min - Episode 20: 10 Things Retirees Often Get Wrong About Taxes (Part 3)6. Required Minimum Distributions from multiple IRAs or multiple 401ks are treated differently.
7. The due date for the first RMD is December 31st or April 1st, no fools!
8. Life Insurance proceeds pass tax free to the beneficiaries.
For more information go to: www.mosleywealthmanagement.com18 min - Episode 19: 10 Things Retirees Often Get Wrong About Taxes (Part 2)3. ROTH IRAs -What? No taxes when the money comes out?
4. ANNUITIES are taxed in different ways depending on whether they are Qualified (IRAs) or Non-Qualified accounts.
5. RMDs now start at 72. That's Required Minimum Distribution
For more information go to: www.mosleywealthmanagement.com19 min - Episode 18: 10 Things Retirees Often Get Wrong About Taxes (Part 1)1. Will my tax rates decrease or increase in retirement? That all depends on deductions, the go-go years and future tax rates.
2. Are social security benefits taxable? Yes! It all depends on your provisional income total.
For more information go to: www.mosleywealthmanagement.com19 min - Episode 17: 3 Basic Strategies to Develop Retirement Income
- There are 3 general "buckets" of investments - income, emergency, and growth
- You can leave all three at various risk levels in the stock market.
- You can help ensure your income for life while leaving your emergency and growth "buckets" in the market.
- You can split your income "buckets" between market risk and insured income while leaving your emergency and growth "buckets" all in the market.
For more information go to: www.mosleywealthmanagement.com17 min - Episode 16: 10 Good Things That Have Come Out of the Pandemic!1. We've seen a positive community spirit develop
2. Cleaner air has resulted
3. Focusing on essential workers is good
4. Culture/fun is closer than we thought
5. Work habits have changed
6. You know who your real friends are
7. Life can be re-set
8. It's safe to drink the water again
9. We have better internet
10. YOU ARE STILL HERE-FOR A PURPOSE!
For more information go to: www.mosleywealthmanagement.com15 min - Episode 15: PENSIONS - Take or Rollover
- Tom will discuss how to handle pensions in retirement.
- A Pension is an annuity-like financial vehicle that can pay an income for life.
- The positives and negatives of keeping and talking a pension
- The positives, negatives, and options for rolling over a pension
For more information go to: www.mosleywealthmanagement.com20 min - Episode 14: The Gift of Estate Planning
- Fix Your Roof Before It Starts Raining!
- A Will or a Trust! That Is The Question - For A Professional!
- Got One - But It Might Need Up Dating.
- Would A Small Life Insurance Policy Help My Family At My Passing?
For more information go to: www.mosleywealthmanagement.com17 min - Episode 13: Social Security Strategies You Might Not Know About1) The Do Over- First 12 months of claiming social security 2) The Breadwinner provision 3) Working and receiving social security
For more information go to: www.mosleywealthmanagement.com15 min - Episode 12: How 10 Types of Retirement Income Gets Taxed
- Traditional IRAs and 401k's
- Roth IRAs
- Social Security
- Pensions
- Stocks, Bonds and Mutual Funds
- Annuity
- Dividends
- Municipal Bonds
- CD's, Saving Account and Money Market
- Savings Bonds
For more information go to: www.mosleywealthmanagement.com18 min
About E.A.S.E. Into Retirement
From the publisher's feed
E.A.S.E. Into Retirement with Travis Hawley is a knowledge packed weekly podcast focusing on the most important things you need to know as you prepare for retirement. Each podcast offers specific…
insights on crucial retirement topics like social security, taxes, investing and healthcare, equipping you with the tools and knowledge needed to achieve your retirement goals. Tune in and learn so you can confidently navigate your retirement years with E.A.S.E.
Advisory services offered through Mosley Wealth Management, Inc. (MWM), an investment adviser registered with the U.S. Securities & Exchange Commission.Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (MWM). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766
Advisory services offered through Mosley Wealth Management, Inc. (MWM), an investment adviser registered with the U.S. Securities & Exchange Commission.Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (MWM). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766