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Innhold levert av Broadcasting Experts, LLC and Fred Saide. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Broadcasting Experts, LLC and Fred Saide eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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What About Taxes?

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Manage episode 405361697 series 2965563
Innhold levert av Broadcasting Experts, LLC and Fred Saide. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Broadcasting Experts, LLC and Fred Saide eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, Fred Saide discusses taxes in retirement and provides insights into creating tax efficiency. He explains the taxation of retirement income sources, including Social Security benefits, pensions, interest-bearing accounts, stocks, bonds, mutual funds, and dividends. Fred also highlights the tax treatment of life insurance proceeds and the benefits of Roth IRAs compared to traditional IRAs. The episode concludes with a Stump the Guru question about the 60-day rollover rule and potential waivers. You can submit your “Stump the Guru” question on www.moneymattersusa.net.

Click the podcast tab and you’ll see Stump the Guru.

You can reach Fred by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

  continue reading

102 episoder

Artwork
iconDel
 
Manage episode 405361697 series 2965563
Innhold levert av Broadcasting Experts, LLC and Fred Saide. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Broadcasting Experts, LLC and Fred Saide eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, Fred Saide discusses taxes in retirement and provides insights into creating tax efficiency. He explains the taxation of retirement income sources, including Social Security benefits, pensions, interest-bearing accounts, stocks, bonds, mutual funds, and dividends. Fred also highlights the tax treatment of life insurance proceeds and the benefits of Roth IRAs compared to traditional IRAs. The episode concludes with a Stump the Guru question about the 60-day rollover rule and potential waivers. You can submit your “Stump the Guru” question on www.moneymattersusa.net.

Click the podcast tab and you’ll see Stump the Guru.

You can reach Fred by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

  continue reading

102 episoder

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