Topic

Taxes in Retirement

Retirement income is taxed differently than a paycheck. Withdrawals from pre-tax accounts, Social Security benefits, pensions and investment income each follow their own rules, and the order you draw on them can change what you keep.

What you'll learn

How Social Security benefits become taxable, and the thresholds involved

Required minimum distributions: when they start and how they're calculated

How the current federal tax brackets and deductions apply to retirees

Content is general and educational, not individualized advice. Presenters are licensed professionals in your area.

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