The Complete Cardinal Guide
TO PLANNING FOR AND LIVING IN
RETIREMENT
WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT
THE CARDINAL GUIDE TO:
Strategizing Income Taxes
￭ Social Security income is partially taxed depending on your other income.
￭ Medicare applies a surcharge to high-income beneficiaries.
￭ Long-term care insurance has tax benefits.
￭ IRAs let you postpone income taxes, but you don’t avoid income taxes altogether.
￭ Investment income is taxed depending on how it is held.
￭ There are income taxes even in death.
￭ Long-term care implications of income taxes: Long-term care costs can be a deductible medical expense that offsets other income.
￭ Get professional help with your income tax preparation.
￭ To learn more on why the above statements are true, or if you have any questions, fill out the form below!
Useful Documents.
Get a free download of the Income Tax chapter from both “The Complete Cardinal Guide to Planning for and Living in Retirement” and the “Workbook”!
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