Episode #096

19 Sources of Retirement Income (And How They’re Taxed!)

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It looks like politicians in Washington, D.C. may have to settle for less than what they were hoping for in some of the latest tax proposals, which may give those of us who’ve saved for retirement more opportunities to do some forward tax planning. Listen this week as John L. Smallwood revisits the different sources of retirement income – including pensions, 401(k)s, Roths, capital gains, annuities – and how they’re taxed. While you’re at it, download our free guide here and follow along on the podcast: The 19 Sources of Retirement Income Guide

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Investment Advisory Services provided by Smallwood Wealth Investment Management, LLC, an SEC registered investment advisor. Headquartered at 199 Broad Street, Red Bank NJ 07701-2056. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Smallwood Wealth Investment Management, LLC are not affiliated companies.

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