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Jill on Money with Jill Schlesinger

Retirement Tax Strategy

Jill on Money with Jill Schlesinger

Audacy

Education, Investing, Business, Self-improvement

4.61.9K Ratings

🗓️ 12 June 2023

⏱️ 16 minutes

🧾️ Download transcript

Summary

My husband is retired and I am considering retiring in a year or two. What should we be thinking about in terms of our tax liability?

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Transcript

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0:00.0

Welcome to the Jill on Money Show.

0:05.8

It's Monday, June 12th, and we are here trying to help you answer your financial questions.

0:12.1

The way we do that is we encourage you to shoot us a note, send us an email.

0:16.7

You can do that by going to our website JillOnMoney.com and clicking the contact us button.

0:21.9

Now we do a lot of email episodes.

0:24.1

We try to get through that because I know there's a bunch of shy people, but even better

0:28.7

is once you've written that note, check the little box that says you'd be willing to

0:33.2

come and join us live, live-ish, as I like to say, because we get a lot more information

0:39.3

out of you when you do that.

0:40.8

So it really does help us because sometimes we discover something about you that maybe

0:45.7

you didn't even know about yourself or perhaps maybe that you didn't think was important

0:51.3

as you're writing your note, but we think it's important.

0:54.0

This is usually when I get to ask you about your estate documents in Hammer Hill, right?

0:58.1

Mark, this is my very subtle way to ask them about the things that I think are incredibly

1:03.6

important that you kind of gloss over.

1:05.1

So I like to do that.

1:06.8

Anyway, while you're on the website, check out the free weekly newsletter.

1:09.7

It's there.

1:10.7

You can also check out our other show.

1:11.7

It's called Money Watch.

1:12.7

You can check out our radio show, the blog, all the free stuff that is part of the website.

1:17.6

And if you've got a few bucks, don't forget to subscribe to our brand new service.

...

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