Taxes In Retirement

Taxes In Retirement

May 30, 2026 · 14 min · Season 2026 · Episode 526

About this episode

This episode discusses the impact of taxes on different sources of retirement income and how various factors influence 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/.

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