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Managing Taxes on Retirement Income

May 14, 2025 · 1 hour 25 min watch

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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

Download the Managing Income Tax

File name: managing-income-tax.pdf

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