Retirement: Income & Taxes

Retirement: Income and Taxes – Almost 20% of people over sixty-five are still

working. In this episode, Chris Boyd and Jeff Perry discuss the various financial and

emotional reasons that retirees continue to work beyond the typical retirement age. The

conversation continues with a detailed dialogue about how working before and after

Social Security’s full retirement age is treated for income tax purposes. Related issues of

Roth conversions, IRA required minimum distributions (RMDs), and legacy planning

come into play and how all these subjects are key components of the financial planning


For more information or to reach Chris Boyd or Jeff Perry, click the below link:


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