Home RECENT RADIO SHOWS Rendering unto IRMAA: Income Tax in Retirement

Rendering unto IRMAA: Income Tax in Retirement

Proverbs 21:20 says: “The wise store up choice food and olive oil, but fools gulp theirs down.” Today, the fools are the people paying taxes unnecessarily.

Hans and Robby talk about the new tax bill, Qualified Charitable Distributions, and tithing.

 

Hans also tells the story of a client who got some bad advice about her IRA’s and how Cardinal helped her correct this, resulting in less tax for her heirs.

 

Lastly, they discuss IRMAA, or the Income Related Monthly Adjustment Amount. This amount is paid by higher-income Medicare beneficiaries.

 

Don’t forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free!

 

You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com.

Finishing Well
Finishing Wellhttps://www.cardinalguide.com/finishing-well/
Retirement planning involves a lot more than just managing your money. This show is the complete guide to planning for and living in retirement, helping families finish well. Host Hans Scheil will discuss a new topic every week ranging from Social Security and Medicare to IRAs and taxes. Follow along each week by downloading the corresponding chapters below for free! New episodes air: Finishing Well Schedule on Truth Network
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