Fourth Quarter Income and Tax Planning | Episode 053
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Fourth Quarter Income and Tax Planning | Episode 053
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In this episode Mark shares his personal approach to fourth quarter income and tax planning. He explains the benefit of using a one-page financial plan and discusses strategies for Roth IRA conversions, tax planning, handling required minimum distributions (RMDs), and navigating the Affordable Care Act's (ACA) advanced premium tax credits.
Mark provides detailed insights into social security benefits for survivors, including his own experience claiming benefits at age 60. He also touches on maintaining liquidity, setting up automatic monthly 'paychecks' from investment accounts, and the implications of income on Medicare insurance premiums.
This comprehensive episode is a great listen for anyone looking to optimize their financial situation as we head toward year’s end.
Episode Links:
Mark’s Money Mind YouTube Channel
DinkyTown Tax Calculator
Timestamps:
- 00:25 Personal Updates and Financial Planning
- 02:04 Understanding Social Security Survivor Benefits
- 08:44 Q4 Financial Review and Planning
- 14:20 Tax Strategies and Roth Conversions
- 34:56 Managing Income and Expenses