Hey Wine and Dime listeners today’s episode is a little different then past podcasts. Today it is just me, Amy Irvine. A few weeks ago I presented at a community event about taxes and retirement planning; the feedback I received was that they wanted to hear the presentation all over again to pick out different parts of the content. So, I decided to record some of the information. If you are in your mid to late 40’s or older, this is an important episode for you. What should you can expect to learn from this episode?
Tax Planning through Four Stages of Retirement
How Social Security and Working Income Intertwine
Information about Medicare
How to “Bucket” Your Portfolio and Income
