5 Tax Secrets Retirees Should Know

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5 Tax Secrets Retirees Should Know

Did you know that you have more control over your taxes in retirement than at any other time of your life? It’s true, but you need to understand some very important tax secrets—AKA, tax planning strategies—to take advantage of it.

These really shouldn’t be considered as tax secrets since everyone should know about them. The problem is that a lot of people think that tax planning is only for the rich. That couldn’t be further from the truth. We’re going to share tax planning strategies that everyone should be aware of. Make sure to then share this article with your friends as well. If more people are aware of these tax planning strategies, they won’t need to be referred to as tax secrets anymore.

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Click a resource below to download some of our most popular resources like the Retirement Plan Checklist.

Retirement Plan Checklist    Tax Reduction Strategies Guide    2023 Retirement Planning Calendar

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Did you know that we’re in the midst of The Great Wealth Transfer? More than 10,000 Baby Boomers are expected to turn 65 each day between now and 2030. Along with entering retirement, the Baby Boomers are beginning to pass their hard-earned wealth to the next generation. Logan DeGraeve, CFP® and Matt Kasper, CFP® explain why it’s critical to understand how to pass down and inherit assets in a tax-efficient manner to effectively build generational wealth.

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You may have heard the term QCD (Qualified Charitable Distribution), but what is a QCD? If you’re 70½ or older, charitably inclined, and have money in tax-deferred accounts—such as traditional IRAs—QCDs might be right up your alley. A QCD is a distribution from an IRA that goes directly to a qualified charity. QCDs aren’t taxed and won’t show up on your tax return. Does that sound intriguing? Dean BarberBud Kasper, and Corey Hulstein, CPA are going to help us learn a little bit more about what a QCD is.

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Busting Retirement Rules of Thumb

Do you have some retirement rules of thumb that you follow? Some of them might be helpful with getting you in the right mindset to save for retirement, but there are issues with every one of them. Why? Because your financial plan needs to be built based upon your unique situation.

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Financial Planning in Your 30s & 40s

Even if you aren’t close to retirement, financial planning in your 30s and 40s is critical. And if your 30s and 40s feel like they were another lifetime ago, that doesn’t mean that financial planning in your 30s and 40s doesn’t apply to you. What we’re going to cover in this article will still apply to your children and/or grandchildren. Two of our CFP® Professionals, Logan DeGraeve and Matt Kasper, are going to help us with reviewing some key financial planning strategies to consider in your 30s and 40s. Logan just turned 31 and Matt is about to turn 41, so this topic of financial planning in your 30s and 40s is right up their alley.

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About the show

Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends.