#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri
This week's episode features Joshua Cicora, Lead CPA of Market Tax Services as he talks with advisors about investment strategies with tax concerns, IRMAA, Inheritance, and Phantom Income.
Intro: 0:00
Financial Advisors: IRA's 10-Year Rule - 0:23
Financial Advisors: Can You Turn Back the Clock on Social Security? - 8:24
Client Corner: What Counts as Income? - 16:54
Medicare Advisor: 2 Year Look Back - 23:55
Eidelman Law Advisor: When Inheriting a Business Goes Wrong - 31:51
CPA: Phantom Income - 39:39
Credits: 44:28
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Nikki Glaser Podcast
Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.