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 Episodes
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Explanation of tax loss harvesting and tax gain harvesting, as well as an introduction to "wash sales"Links in this episode:YouTube video - What is Tax Loss Harvesting?YouTube video - What is Tax Gain Harvesting?YouTube video - What is Tax Loss and Tax Gain Harvesting?Facebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Summary of variable annuities, indexed annuities and a Guaranteed Living Withdrawal Benefit riderLinks in this episode:YouTube video - What is a Variable Annuity?YouTube video - What is an Indexed Annuity?YouTube video - What is a Fixed Indexed Annuity with Income Rider?Facebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Summary of immediate and deferred income annuities, and explanation of the different annuity payment options availableLinks in this episode:YouTube video - What is an Income Annuity?www.ImmediateAnnuities.comFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
The basics of annuities and details about Multi-Year Guaranteed Annuities ("MYGAs")Links in this episode:YouTube video - Understanding AnnuitiesYouTube video - What is an Income Annuity?YouTube video - What is a Variable Annuity?YouTube video - What is an Indexed Annuity?YouTube video - What is a Fixed Indexed Annuity with Income Rider?YouTube video - What is a Qualified Longevity Annuity ContractFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Everything you ever wanted to know about I BondsLinks in this episode:TreasuryDirect - hereCPI-U monthly data - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Explanation of Monte Carlo simulation in retirement planningLinks in this episode:Facebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Discussion of the pros and cons of possible alternatives to using bonds or bond funds in your portfolioLinks in this episode:My YouTube video about fixed indexed annuities - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Explanation of bonds and bond funds; how they work, what risks they have, what their purpose is, etc.Links in this episode:My YouTube video about bonds and bond funds - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Explanation of some of the various letters and professional designations often seen after financial advisors' namesLinks in this episode:Rock Retirement Club - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Summary of the ways to do and file your own tax return, or how to find a paid tax return preparerLinks in this episode:IRS forms and schedules search tool - hereIRS PTIN and "credentialed" return preparer directory - hereIRS VITA and TCE info and locator tool - hereAARP Tax-Aide info and locator tool - hereIRS "Free File" and "Free Fillable Forms" info - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Explanation of the various forms and schedules commonly used in retiree tax returnsLinks in this episode:IRS forms and schedules search tool - hereMy YouTube video - Overview of Federal Income TaxationMy YouTube video - Understanding a Retiree Tax ReturnPDF of the tax return discussed in the above video - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Explanation of mutual fund capital gain distributions, and why 2021 was a unique year for large (and taxable) distributionsLinks in this episode:Wall Street Journal article about a particular fund company's large capital gain distributions in their target date retirement funds - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Explanation of how financial advisors get paid, including the differences in compensation structure between investment managers, securities salespeople and insurance salespeopleLinks in this episode:My three-part video series about how to find a financial advisor - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Summary of the Required Minimum Distribution ("RMD") rules around inherited retirement accountsLinks in this episode:"Free Stuff" (including the IRS Uniform Lifetime table and flowcharts) - hereIRS Joint Life and Last Survivor Expectancy table - hereMy detailed video about RMDs from inherited accounts - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Summary of Required Minimum Distributions or "RMDs"Links in this episode:"Free Stuff" (including the IRS Uniform Lifetime table) - hereIRS Joint Life and Last Survivor Expectancy table - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Summary of the rules around taking money out of your Roth IRA without tax or penaltyLinks in this episode:"Free Stuff" (including Roth withdrawal rule summary sheet) - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Comparison of the features of tax-deferred vs Roth vs normal brokerage accountsLinks in this episode:Facebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Explanation of how to do a "backdoor" Roth contribution, and what to look out for when doing itLinks in this episode:Summary of helpful tax and financial planning info for 2022 - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
Explanation of income-based Medicare premium surcharges known as IRMAA, Income Related Monthly Adjustment AmountsLinks in this episode:2022 Medicare IRMAA amounts - hereForm SSA-44 - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
The pros and cons of rolling over employer retirement plans (401(k), 403(b), 457, TSP) to IRAs and Roth IRAsLinks in this episode:Facebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights
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