Dear Rochester, Retire Well

Dear Rochester, Retire Well

Tax Season Preparation Part 2 (Ep. 56)

March 15, 2023

As we approach the tax season, there are some questions we get asked quite often.

In this episode, David Pulcini answers the nine most frequently asked questions about taxes, including reducing your lifetime tax bill in light of the latest tax rules and regulations. (You will also learn some fun facts at the beginning of the episode!)

David discusses: 

  • Commonly used tax credits and deductions — and why credits are preferable
  • The difference between marginal and effective tax rates
  • A massive penalty on RMDs that retirees should know about
  • The importance of planning for taxes related to inheritance
  • And more

Book Time with David Pulcini:

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.