Episode 163: Is There a Tax Bomb in Your Retirement Portfolio?

If you’ve dutifully socked away money in your 401k and IRA for years, you could be in for an unpleasant shock when you’re required to start taking money out of those accounts. We’ll explain how to defuse the tax explosive.

 

Links mentioned in this episode:

https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb

 https://www.kiplinger.com/retirement/retirement-planning/605146/watch-out-rmds-can-trigger-massive-medicare-means-testing

 https://www.kiplinger.com/taxes/tax-refunds/605135/irs-tax-refunds-for-late-filing-penalty

https://www.kiplinger.com/retirement/medicare/602937/you-can-appeal-a-medicare-premium-surcharge

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