Retirement Quick Tips with Ashley

It's Sunday and I'm wrapping up the week by summarizing this week's theme: The Hidden Tax Traps in Retirement

In case you missed any episodes this week…

This week's theme on the Retirement Quick Tips podcast is The Hidden Tax Traps in Retirement

Today, I'm talking about the trap of social security taxes in retirement.

This week's theme on the Retirement Quick Tips podcast is The Hidden Tax Traps in Retirement

Today, I'm talking about the widow's penalty, which is when a surviving spouse goes from Married Filing Jointly to Single.

This week's theme on the Retirement Quick Tips podcast is The Hidden Tax Traps in Retirement

Today, I'm talking about required minimum distributions. Talk to any retiree in their mid 70s with a large 401k or Traditional IRA balance, and you'll no doubt hear them grumble about their required minimum distributions, or RMDs.

This week's theme on the Retirement Quick Tips podcast is The Hidden Tax Traps in RetirementToday, I'm talking about IRMAA (Income-Related Monthly Adjustment Amount). It's an additional surcharge added to Medicare Part B and Part D premiums if you have higher income. IF you're single, IRMAA kicks in above $109k in income. If you're married, it kicks in above $218 of income.

This week's theme on the Retirement Quick Tips podcast is The Hidden Tax Traps in Retirement

Today, I'm talking about 3 tax traps that most people tend to forget about:

Net Investment Income Tax (NIIT)

Welcome to The Retirement Quick Tips Podcast, your daily guide to preparing for and living your best retirement. I'm your host Ashley Micciche, and this week's topic is:

The Hidden Tax Traps in Retirement No One Talks About

It's Sunday and I'm wrapping up the week by summarizing this week's theme: Fix My Portfolio

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.

Today's portfolio comes from Cecilia

• Age = 60

• Time to retirement = just retired last month

• Allocation to stocks (54%), bonds (32%), cash (14%)

This week's theme on the Retirement Quick Tips podcast is fix my portfolio. I'm rating your real-life investment portfolios and sharing with you my perspective and suggestions.

Today's portfolio comes from Edward

• Age = 76

• Time to retirement = just retired - wife is 62 and plans to continue working ~5 more years

• Allocation to stocks (63%), bonds (14%), cash (23%)