• Episode 163: Is There a Tax Bomb in Your Retirement Portfolio?

  • Sep 6 2022
  • Length: 34 mins
  • Podcast
Episode 163: Is There a Tax Bomb in Your Retirement Portfolio? By cover art

Episode 163: Is There a Tax Bomb in Your Retirement Portfolio?

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  • Summary

  • If you’ve dutifully socked away money in a 401(k) or IRA for years, you could be in for an unpleasant shock when it comes time to take money out of those accounts. Also, the IRS is sending out a surprise round of checks.

    Links mentioned in this episode:

    https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb

     https://www.kiplinger.com/retirement/retirement-planning/605146/watch-out-rmds-can-trigger-massive-medicare-means-testing

     https://www.kiplinger.com/taxes/tax-refunds/605135/irs-tax-refunds-for-late-filing-penalty

    https://www.kiplinger.com/retirement/medicare/602937/you-can-appeal-a-medicare-premium-surcharge
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