Episode #096

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

TOPICS

PERSONAL FINANCE TIPS DELIVERED DIRECTLY IN YOUR INBOX

Subscribe today and get strategies you can use right away.

By submitting your name and email you are allowing us to store your personal data and send you emails
5 Ways Your Wealth Is Under Attack book

5 WAYS YOUR WEALTH IS UNDER ATTACK

If you want to stop the attack, you'll want to get your copy.

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

* This award should be subjectively bestowed, and the process of its receipt readily explained by objective data.
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.

Talk to a Smallwood Wealth Management Financial Advisor

No Cost, No Obligation.

Podcast Image

SHARE

Talk to a Smallwood Wealth Management Financial Advisor

No Cost, No Obligation.

SUBSCRIBE

To go deeper on the insights from Smallwood Wealth Management, request your FREE COPY of 5 Ways Your Wealth Is Under Attack 

Everyone is impacted by these 5 problems. The question is, how big are yours? What impact do they have on your wealth potential? CLICK HERE TO GET THE BOOK

LIKED THAT? YOU MAY WANT TO CHECK THESE OUT:

All
  • All
  • Business Ownership
  • Debt
  • Disability Insurance
  • Financial Planning
  • Insurance
  • Investment Management
  • Life Insurance
  • Retirement
  • Wills and Trusts
EPISODE #088

DOES YOUR QBI COME WITH SALTED BAIT?

Episode #105

The Foundation of a Financial Plan

Episode #104

A Conversation About Market Volatility

Episode #102

The Wealth Curve Conversation

Episode #101

Looking Back in Order to Get Ahead

Episode #100

The Swiss Army Knife Strategy for Inflation

Episode #099

Social Security Stupidity (Part 2)