Show notes
#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouriThis week's episode features Joshua Cicora, Lead CPA of Market Tax Services as he talks with advisors about investment strategies with tax concerns, IRMAA, Inheritance, and Phantom Income.Intro: Financial Advisors: IRA's 10-Year Rule - Financial Advisors: Can You Turn Back the Clock on Social Security? - Client Corner: What Counts as Income? - Medicare Advisor: 2 Year Look Back - Eidelman Law Advisor: When Inheriting a Business Goes Wrong - CPA: Phantom Income - Credits: Learn more at: https://retirehour.comRetire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.

