Your Money's Worth

Episode 163: Is There a Tax Bomb in Your Retirement Portfolio?


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

Your Money's WorthBy Kiplinger

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

318 ratings


More shows like Your Money's Worth

View all
Investing Insights by Morningstar

Investing Insights

482 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

444 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

752 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,917 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,946 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

730 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,293 Listeners

Money For the Rest of Us by J. David Stein

Money For the Rest of Us

1,379 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

489 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

549 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

574 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

430 Listeners

The Long View by Morningstar

The Long View

849 Listeners

Sound Investing by Paul Merriman

Sound Investing

325 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

766 Listeners