<ol> <li>Know your marginal tax bracket</li> <li>The difference between regular income and capital gains</li> <li>How you could pay excess Medicare premiums</li> <li>Take the MACRO not the MICRO approach to taxes</li> <li>Don't get caught in the RMD trap</li> <li>Social Security income could likely be taxed</li> <li>Harvesting from the forever taxed IRA to the tax-free ROTH</li> <li>Don't get caught by the widows penalty</li> <li>Tax laws are written in pencil</li> </ol>

Know your marginal tax bracket The difference between regular income and capital gains How you could pay excess Medicare premiums Take the MACRO not the MICRO approach to taxes Don't get caught in the RMD trap Social Security income could likely be taxed Harvesting from the forever taxed IRA to the tax-free ROTH Don't get caught by the widows penalty Tax laws are written in pencil

Episode 26: The Tax Man's Hand Is In Your Retirement Pocket

E.A.S.E. Into Retirement, is a knowledge packed weekly video hosted by financial expert Tom Mosley that delves into many of the topics related to retirement planning. Join us on a journey of expanding your financial knowledge as we provide valuable information that will empower you to better prepare for your retirement. Each video 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.  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

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E.A.S.E. Into Retirement, is a knowledge packed weekly video hosted by financial expert Tom Mosley that delves into many of the topics related to retirement planning. Join us on a journey of expanding your financial knowledge as we provide valuable information that will empower you to better prepare for your retirement. Each video 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. 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

E.A.S.E. Into Retirement, is a knowledge packed weekly video hosted by financial expert Tom Mosley that delves into many of the topics related to retirement planning. Join us on a journey of expanding your financial knowledge as we provide valuable information that will empower you to better prepare for your retirement. Each video 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.&nbsp;&nbsp;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

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Episode 26: The Tax Man's Hand Is In Your Retirement Pocket

Episode 26: The Tax Man's Hand Is In Your Retirement Pocket