Episode Details

In this episode, "Taxes in Retirement," we take a straightforward look at how taxes can apply after you stop working. It covers common retirement income sources like Social Security, pensions, and retirement accounts, and how they're typically taxed. The goal is to provide general context around what retirees often encounter, highlight a few planning considerations, and explain why taxes may still matter in retirement. This is an overview meant to help viewers better understand the topic, not a substitute for personalized tax advice. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.