About this episode
The episode discusses the complexities of navigating taxes in retirement, including social security and RMDs.
Navigating taxes doesn’t end when your 9-to-5 does, and in retirement the rules can get increasingly complex. Donna discusses some of the tax topics that tend to complicate the filing process for retirees, including social security, RMDs, quarterly estimates, and more. Also, on MoneyTalk, action items for your first year of retirement, and grounding your expectations to reality. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 4/27/2026; Original Air Dates: 1/13/2025, 11/10/2025 & 12/8/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.
People in this episode
Host: Donna Sowa Allard
Topics covered
- taxes in retirement
- social security
- RMDs
- quarterly estimates
- retirement planning
Keywords
- retirement taxes
- social security
- RMDs
- quarterly estimates
- tax filing
Mentioned in this episode
Organizations: Cumulus Providence
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