retirementtax

Moving into a new year feels like a fresh start for many reasons, and it’s always a good time to reflect, assess, and plan. As 2022 transitions into 2023, Ben and Steven have been working on business planning and will share some of that in this episode. They’ll dive into the “why” that brought them together, how they plan to help their audience with the execution of tax planning in the future, and the vision they have for the coming year.

You can find all show notes for this episode at: https://bit.ly/3G7KADY 

Income Lab co-founder Justin Fitzpatrick joins the show today to share his angle on how taxes fit into retirement. He discusses why he created a new financial planning software, as well as its role in making retirement income planning more realistic and attainable. Steven and Justin also dive into the problems with general and non-personal planning advice and why it’s so important to have a more personal interpretation of things in order to plan effectively.

When deciding to retire, there are many factors to take into account. In this episode, we'll discuss the various tax rates and the States where it can be applied so you can decide which state is the most appropriate.

WHAT YOU’LL LEARN FROM THIS EPISODE

• The different tax rates you need to consider for retirement
• Areas with high and low income tax rate
• The best and worst states to retire for high net worth and high-income individuals
• Top 10 States with IRA and tax qualified plan income

RESOURCE/LINK MENTIONED

•  The Best State To Retire in From A Tax Perspective
  

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Required Minimum Distributions (RMDs) are extremely important to retirement tax because it helps dictate how much retirement tax we pay. Unfortunately, this is one of the easiest things to ignore so Ben and Steven will be sharing insight into how to navigate RMDs. They also discuss some of the changes that have been happening over the last couple of years and how they will affect your taxes.

You can find all show notes for this episode at: https://bit.ly/3slVvE5

Contrary to popular belief, the decisions made in retirement regarding taxes can get more complicated. Ben and Steven use this episode to chat about some of the important changes that may impact you in the future and share important insight into the world of post-retirement taxes—including key questions you should be asking in order to make it a bit easier.

You can find all show notes for this episode at: https://bit.ly/3BeUcdh