Not Your Average Financial Podcast™

Episode 292: Multiple Streams of Tax-Free Income in Retirement

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In this episode, we ask:

  • What is better than a five star review?
  • Who needs to hear this?
  • Who wants a FREE book?
  • When is the time to make changes to your tax situation?
  • Would you like to hear Episode 290 and Episode 291?
  • Who wants multiple streams of tax-free income?
  • How many streams are we talking about?
  • How many streams of income does Ryan Reger have? Would you like to hear Episode 76?
  • What provides a series of tax advantages?
  • What happens if the IRS changes the rules?
  • What about social security?
  • What is the correct time to take social security benefits?
  • What are the factors that play into this decision?
  • What happened to social security rules in the 1980s?
  • How much of your social security check is taxable?
  • What about Roth IRA conversions?
  • What tax trap is easy to fall into?
  • Why is it smart to do a piece meal, internal, multi-year conversion?
  • What did Nelson Nash say?
  • Who is getting a guaranteed income stream?
  • How might one spread out the tax liability?
  • Is there still time?
  • What is the standard deduction?
  • What about an income annuity?
  • What about an example?
  • When were you taxed?
  • What about a recap?
  • What about some counter-intuitive strategies?
  • What about muni-bonds?
  • What about tax on muni-bonds?
  • How does this affect social security?
  • How much will you pay in tax?
  • How many states charge tax on muni-bonds?
  • What are the rates?
  • What about call risk?
  • What about reverse mortgages?
  • What are the takeaways?
  • What about future taxes?
  • What about putting all your eggs in one tax-free basket?
  • Does your CPA think beyond this year?
  • Would you like to join us next week?

    • ...more
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