In 2023, we’re committed to adding a lot of value with the information we’re putting out through this podcast.

In this episode of the Secure Your Retirement podcast, we list some things to look forward to in our 2023 content, including the Secure Act 2.0, trust, social security strategies, IRMAA, tax planning, and quarterly updates.

Listen in to learn more about our lineup and the 2023 tax updates you cannot afford to miss.

In this episode, find out:

• The Secure Act 2.0 – changes on RMDs, ages, and other things affecting your retirement plan.
• Who needs trust – walking you through the idea of trust and the documents you need to have in place.  
• Social security strategies – what is the best age to take social security?
• IRMAA – walking you through what you need to think around your Medicare Parts B& D.
• Tax planning – the 2023 updates on the rules and guidelines around tax.
• Quarterly updates with Andrew Opdyke.

Tweetable Quotes:

• “Social security is a complicated factor around the idea of when is the best time to take it.”- Radon Stancil
• “Social security and Medicare go hand in hand, and you want to understand what IRMAA is.”- Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.