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Taxes in Retirement-Retirement Milestone Ages

  1. Taxes in Retirement-Retirement Milestone Ages Fred Saide 49:04

Fred discusses the impact of taxes on retirement and steps to counteract that impact.  He explains how withdrawals from retirement accounts and pensions can be taxed.  He also talks about the calculation of provisional income and how that can make your Social Security subject to taxation.  What are the milestone ages in your retirement journey.  Fred goes over the important ages and even introduces a couple of new ones. 

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

See omnystudio.com/listener for privacy information.

Dr. Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRA, 401k’s, retirement plans, strategic (income) tax planning, estate planning with retirement assets. He is a successful podcaster MoneyMattersUSA® with Fred Saide and previously hosted a weekly radio program. His expertise has been well sought after, as he has been published in USA Today and Gannett Media. He has authored several e-books and “white apers” on financial and retirement topics. Additionally, he has been interviewed by many financial publications, TV and cable, and has ghost written for multiple financial websites.

After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA, and his BA from Adelphi University, he went on to earn certificates for studies at Purdue University, The American College of Financial Services, MIT Age Labs, Penn_Wharton.