Tax Mistakes New Retirees Make

About this episode

The episode discusses common tax mistakes that new retirees make and how they differ from past strategies.

Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today we're looking at some of the biggest tax mistakes retirees make as discussed in a recent Kiplinger article and whether these match what we see in the real world. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/

People in this episode

Host: Mike Flanders

Topics covered

• tax mistakes
• retirement
• income sources
• financial strategies
• tax season

Keywords

• tax season
• retirees
• income sources
• financial strategies
• Kiplinger

Mentioned in this episode

Organizations: Kiplinger

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