Episode 35: Why are Barb’s tax returns so complicated in retirement?

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Retirement Decoded Podcast

Scott Tucker

51 episodes

2 days ago

Welcome to Retirement Decoded with your host, Scott Tucker—where we break down the complexities of retirement planning to give you clear, actionable advice. Whether you’re just starting out or getting ready to retire, Scott’s here to help you make informed decisions and preserve your financial future. Tune in each week as we help simplify the process and decode the path to a confident retirement.

Disclosure: Insurance products are offered through the insurance business Scott Tucker Solutions, Inc. Scott Tucker Solutions, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Scott Tucker Solutions, Inc are not subject to Investment Adviser requirements.

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All content for Retirement Decoded Podcast is the property of Scott Tucker and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Welcome to Retirement Decoded with your host, Scott Tucker—where we break down the complexities of retirement planning to give you clear, actionable advice. Whether you’re just starting out or getting ready to retire, Scott’s here to help you make informed decisions and preserve your financial future. Tune in each week as we help simplify the process and decode the path to a confident retirement.

Disclosure: Insurance products are offered through the insurance business Scott Tucker Solutions, Inc. Scott Tucker Solutions, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Scott Tucker Solutions, Inc are not subject to Investment Adviser requirements.

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Episode 35: Why are Barb’s tax returns so complicated in retirement?

Retirement Decoded Podcast

26 minutes

3 months ago

Episode 35: Why are Barb’s tax returns so complicated in retirement?

Barb expected retirement to simplify her finances—but her tax returns are more complicated than ever!

In this episode, Scott & Andriy break-down why taxes can get trickier in retirement, from required minimum distributions (RMDs) to Social Security taxation and investment income.

They also share strategies to help retirees stay ahead of tax surprises.

If you're navigating retirement and wondering why tax season feels more complex, this episode is for you.

Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.