#080 – How to lower your taxes in 2024

01/04/24 • 35 min

2 Listeners

Retirement Planning Education, with Andy Panko

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

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

Previous Episode

Retirement Planning Education is coming back!

You read that right...the Retirement Planning Education podcast is BACK! :-)

New weekly episodes will begin Thursday, January 4th 2024. Be there or be square.
Links in this episode:

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 Insights newsletter - www.TenonFinancial.com/newsletter

Next Episode

#081 – Retirement planner chat, with Larry Pershing from Optimum Retirement Planning

Andy chats with fellow retirement planner Larry Pershing, CFP®, RMA® from Optimum Retirement Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when someone has "enough" to retire, what consumers often overlook in retirement planning and much more!
Links in this episode: