Don Sowa's MoneyTalk

Income Tax Talk


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If you receive 100% of your income from your salary, the manner in which you are taxed is relatively straightforward, but most Americans receive income from multiple sources, all of which are taxes a little differently. Donna and Nathan discuss how your tax liability is calculated on different types of income, including: social security, pensions, dividends and interest, capital gains, retirement accounts, life insurance proceeds, annuities, and real estate sales. Also on MoneyTalk, how to choose the right retirement account, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/10/2026; Original Air Date: 4/9/2024 & 1/20/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

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