In this PFP Section webcast, a tax expert discusses the tax implications and planning strategies for income sources that are often new in retirement.
This session covered:
Social Security benefits — Tax implications and strategies for optimizing Social Security income
Pension income — Tax treatment of pension distributions and key planning considerations
Required minimum distributions (RMDs) — Rules, tax impacts, and strategies for managing RMDs from retirement accounts
Annuities — Taxation of annuity payments and strategies for managing annuity income