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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!

How do taxes change in retirement?

by | June 21, 2019 | Income Taxes | 0 Comments

Retirement brings a lot of changes, one of the most significant being the way you are receiving your income. Instead of coming from your employer, you are getting a Social Security check, possibly a pension, and then taking the rest from the saving...
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What is the Grandparents scam and how do I avoid it?

by | April 13, 2018 | Assets, Income Taxes | 0 Comments

There are so many scams targeting the elderly, one of the most recent being the grandparents scams. This scam involves being called by someone posing as the grandchild of the victim and requesting money. In 2015, the FTC received over 10,000 family or...
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How to Avoid IRS Scams

by | April 6, 2018 | Income Taxes | 0 Comments

While the end of tax filing season is near, the end of IRS scams is nowhere in sight. Scams involving people posing as the IRS have been going on for a long time, the Treasury Inspector General for Tax Administration estimates victims have lost over $36.5...
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New Tax Bill: Opportunities to Reduce 2017 Taxes

by | December 20, 2017 | Income Taxes | 0 Comments

Under the new tax bill, there are many changes that taxpayers will encounter in 2018. Following are some beneficial steps that can be taken in 2017 under the old tax law. Deductions With tax rates decreasing under the new legislation, it could...
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Retirement, Travel, and how to stay within your budget

by | November 10, 2017 | Income Taxes | 0 Comments

After working for decades, the freedom granted in retirement provides an unparalleled opportunity to see parts of the world you haven’t seen before. It also makes it a breeze to visit friends and family whenever you desire, for as long as you want. While this sounds...
Read More

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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