In this episode, Fred Saide discusses taxes in Retirement and provides insights into creating tax efficiency. He explains the taxation of Retirement income sources, including Social Security benefits, pensions, interest-bearing accounts, stocks, bonds, mutual funds, and dividends. Fred also highlights the tax treatment of life insurance proceeds and the benefits of Roth IRAs compared to traditional IRAs. The episode concludes with a Stump the Guru question about the 60-day rollover rule and potential waivers. You can submit your “Stump the Guru” question on www.moneymattersusa.net.Â
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You can reach Fred by calling 800-593-8188.
Money Matters USA
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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.
