Ep 44: Top Ten Tax Questions for Retirees in 2023

Mind Your Money with Bradshaw Rogers Financial Partners

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023.

Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.

Here’s some of what you’ll learn in this episode:

• What are the tax implications of withdrawing money from my retirement accounts? (1:01)
• Does the taxation of my pension income differ from other forms of income? (4:14)
• Are there any special tax deductions or credits available for retirees? (6:57)
• How will my taxes change if I decide to move to another state in retirement? (8:30)
• Are there any tax benefits for making charitable contributions in retirement? (10:05)

Contact:

Website: http://bradshawfp.com

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Call: 704-216-2260