Retirement Wars! With the Kingsguard Capital J-Team

Tax Torpedos Comin' At You

The J-Team

In this episode of the Kingsguard Capitol Retirement Wars podcast, hosts Joseph and Jessica Cervinca discuss the complexities of retirement taxation, focusing on the 'tax torpedo' that can significantly impact retirees' income. They explain the provisional tax calculation related to Social Security benefits and how various income sources can affect tax liabilities. The conversation also covers the four stages of retirement and the different types of tax accounts that retirees should be aware of to optimize their financial strategies.

Reach out to the Kingsguard Capital J-Team at 804-886-1196