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July 12, 2019

Wine and Dime Episode 71 - Tax Planning for Retirement

32 minutes

Hey Wine and Dime listeners today’s episode is a little different then past podcasts. Today it is just me, Amy Irvine. A few weeks ago I presented at a community event about taxes and retirement planning; the feedback I received was that they wanted to hear the presentation all over again to pick out different parts of the content. So, I decided to record some of the information. If you are in your mid to late 40’s or older, this is an important episode for you. What should you can expect to learn from this episode?

Tax Planning through Four Stages of Retirement

How Social Security and Working Income Intertwine

Information about Medicare

How to “Bucket” Your Portfolio and Income

Click the buttons below for more information on Tax Planning for Retirement

How Tax Planning Changes (Click to Download) (https://www.rootedpg.com/s/How-Tax-Planning-Changes-AEI-Edits-06-18-2019.pdf)

Tax Planning in four stages (Click to Download) (https://www.rootedpg.com/s/Tax-Planning-Four-Stages-06-18-2019.pdf)

This episode was presented by

Amy Irvine

AND IN COLLABORATION WITH

The Seneca Lake Wine Trail (https://senecalakewine.com/)

AMY IRVINE