Talking Taxes in Retirement with Andy Panko, CFP®

In this Retirement Insights Episode of the HI Retirement Show, Jason and Paul are joined by Andy Panko, CFP® to talk about Taxes in Retirement.  The conversation covers a few different ways tax planning fits into retirement planning.  They discuss state taxes, the potential taxation of social security, IRMAA (Medicare Surcharges),  the use and taxation of brokerage accounts, and having tax diversification in your retirement.

Featuring:  Andy Panko - https://www.linkedin.com/in/andypanko/

 

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