Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Retirement Planning Education, with Andy Panko
#080 – How to lower your taxes in 2024
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Andy Panko
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Summary of the December 29, 2023 The Wall Street Journal article, To Lower Your Taxes in 2024, Make These Moves Now. The article gives a handful of tips on how to reduce your taxes (not actually just in 2024; the tips in the article can apply to ANY year)
Links in this episode:
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
- Retirement Planning Education podcast Episode 27 about MAGI & AGI
- Retirement Planning Education podcast Episode 71 about the capital gain exclusion on selling your primary residence
- Retirement Planning Education podcast Episode 75 about Qualified Charitable Distributions ("QCDs")
- Retirement Planning Education YouTube video about Estimated Taxes, Tax Withholdings and Underpayment Penalties
