Retire Hour
Retire Hour
Retire Hour
TAX TAKEOVER! IRA's, Social Security, and More
49 minutes Posted Feb 17, 2024 at 6:07 pm.
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#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri
This 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.com
Retire 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.