Snowbirds & Taxes: Where You Owe and the Mistakes That Cost You
In Episode 32 of the Retire and Thrive Podcast, Kamie and Dan walk through three practical tax strategies for retirees that can help you lower your tax bill, keep more retirement income, and stay in the right tax bracket—without guesswork.If you’re navigating IRA withdrawals, Roth IRA strategy, Social Security and pension income, RMDs at age 73, state income taxes, or charitable giving, this episode is packed with straightforward examples and real-world planning insights.
What you’ll learn in this episode
How retirees can control where income shows up on their tax return (pre-tax vs after-tax…
The skinny
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