In this episode, we show you how to spot shadow taxes which are hidden taxes you may pay without a trained eye. These are taxes and penalties hidden from plain sight that many people pay, although there are numerous ways to reduce or avoid them entirely.

More specifically, I discuss:

• The Repayment of Advanced Excess Premium Tax Credit
• The Net Investment Income Tax
• Medicare IRMAA Surcharges on Medicare Part B & D Premiums
• Additional Taxes Owed on Social Security
• Ways to Reduce or Avoid Shadow Taxes

Resources:

Free 4-Step Retirement Analysis for Ages 50+ Retired-ish Newsletter Sign-Up Episode Show Notes