Managing Taxes in Retirement
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 23 May 2023
⏱️ 19 minutes
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Summary
With a ton of money saved in retirement and non-retirement accounts, what should I be doing to lessen the tax burden?
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Transcript
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| 0:00.0 | Want to make the most of festival season? |
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| 0:25.9 | Look for on-pack, info and co-cap for how to enter and tease and seize. |
| 0:28.6 | Entrance must be 18 plus. |
| 0:33.8 | Welcome to the Jill on Money Show. |
| 0:35.6 | It's Tuesday, May 23rd. |
| 0:38.0 | And we are here trying to help you make sense of the financial choices that are within your grasp. |
| 0:45.1 | And why do I say it like that? |
| 0:46.7 | Because so often we hear from you and there are many things that you call about or talk to us about. |
| 0:52.8 | And it's very micro sometimes like I have a specific question about this investment. |
| 0:57.7 | And then it leads to a broader conversation about what's going on in your overall financial life. |
| 1:03.8 | And since Mark and I are both trained as not trained certified financial planners because |
| 1:09.2 | Mark, I don't feel like your training isn't sort of as a certified financial planner, but mine is. |
| 1:13.7 | And I did that for a long time. |
| 1:15.7 | I know that what's going on in your life and who you are as a human being is really the driver of |
| 1:20.8 | every single one of these conversations. |
| 1:23.2 | So if you would like to join us and talk about who you are, the things that you're contemplating |
| 1:28.8 | that might have a ramification around your finances, get in touch with us. |
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