THE FISCAL BLUE PRINT
WITH COACH JEFF MONTGOMERY
Episode 71: Taxation on Retirement Accounts- Part 3
Your financial coach and host, Jeff Montgomery, CTS™, continues the discussion on taxes on retirement income. In parts 1 & 2 we talked about Roth conversions, Roth IRAs, and Traditional IRAs. In this week’s episode, Jeff tackles the subject of annuities and how distributions are taxed from both qualified and non-qualified annuities. Be sure to check out episodes 69 & 70 if you missed them, and then please enjoy the final part of this mini-series on Taxation of Retirement Accounts!
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.
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