• Accessible Finance Episode 70: How Do We Handle Taxes With Such Different Income Brackets?

  • 2025/03/16
  • 再生時間： 27 分
  • ポッドキャスト

Accessible Finance Episode 70: How Do We Handle Taxes With Such Different Income Brackets?

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  • In this episode, we answer the question: "I just retired, but my spouse is still working. How should we handle taxes now that our income brackets are so different?" Ultimately, Filing status matters, the impact of retirement income needs to be assessed, and withholding adjustments should be analyzed. For retirees not yet taking income (aka waiting to draw on SS and not required to take RMDs), there are planning opportunities in roth conversions, harvesting capital gains, and/or delaying social security to increase benefits and reduce taxable income. We discuss the various pros and cons of different planning opportunities🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to podcast@equilibriumfp.com—we’ll keep your information completely anonymous!📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!
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あらすじ・解説

In this episode, we answer the question: "I just retired, but my spouse is still working. How should we handle taxes now that our income brackets are so different?" Ultimately, Filing status matters, the impact of retirement income needs to be assessed, and withholding adjustments should be analyzed. For retirees not yet taking income (aka waiting to draw on SS and not required to take RMDs), there are planning opportunities in roth conversions, harvesting capital gains, and/or delaying social security to increase benefits and reduce taxable income. We discuss the various pros and cons of different planning opportunities🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to podcast@equilibriumfp.com—we’ll keep your information completely anonymous!📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!
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