Episode 69: Taxation on Retirement Accounts 101

Here are just a handful of the things that you’ll learn:

There is no doubt that income taxation plays an important role for retirees and their retirement income plans. So, what is considered retirement income? Typically, Social Security, a traditional pension, disbursements from retirement accounts (401k’s, 403B’s, IRA’s, etc.), and also, annuities. Taxation on distributions from annuities can get especially confusing for some folks. So, in today’s episode, your financial coaches Jeff Montgomery and Nick Craven go over ‘Taxation 101’ on all different retirement accounts to help better understand taxation on annuities.



Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you’re a client I can’t give you advice because I don’t know you. So, think of these as helpful hints and education only. And please before implementing any information or ideas you hear on this show always consult your legal adviser, your tax adviser, and your financial adviser…………. right? that’s just common sense.


Final Disclaimer:

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