Taxes In Retirement

Taxes In Retirement

From Protect & Grow by Tim Stearns

March 14, 2026 · 14 min · Season 2026 · Episode 314

About this episode

This episode discusses the taxation of various retirement income sources and factors influencing retirement income structuring.

Taxes can remain an important consideration during retirement. This video looks at how different sources of retirement income such as retirement accounts, Social Security, and investment withdrawals may be taxed. It also touches on how withdrawal timing, tax rules, and other factors can influence how retirement income is structured over time. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.

People in this episode

Host: Tim Stearns

Topics covered

  • retirement income
  • taxation
  • withdrawal timing
  • Social Security
  • investment withdrawals

Keywords

  • retirement
  • taxes
  • income
  • Social Security
  • investment withdrawals
  • withdrawal timing
  • tax rules

Mentioned in this episode

Organizations: TjStearns, www.tjstearns.com

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