Tag: Taxes

What We’re Paying Attention to This Summer

Hard to believe we’re already into July but we’ve had a great summer so far. Hopefully you’ve been making the most of the warm weather and longer days. Today’s episode isn’t a long one but we wanted to take a little time to update on what’s going on at Old Security Group and talk about some of financial topics we’ve been paying attention to.   

Episode 186: Addressing The Most Pressing Client Retirement Tax Questions From The Past Few Months

On this episode of Smart Money Questions, we’ll be discussing one of the most pressing concerns for retirees: taxes. As you prepare for retirement, it’s important to consider how your income sources will affect your tax obligations, and to plan accordingly. Whether you’re transitioning into retirement or already retired, taxes can have a significant impact on your financial well-being.

Episode 182: Clarification About Inherited IRAs

There has finally been some clarification from the IRS about the SECURE Act rule regarding inherited IRAs from 2020 and beyond. We’ve had some questions from clients about this, so it’s great to finally have some answers.

Episode 181: What Tax Changes Are Coming in 2023?

If you’re wondering what taxes will look like in 2023, as far as standard deductions and increase in tax brackets, today’s show is for you. The IRS just released this information recently and we want to take you through the key changes.

Episode 174: Mid-Year Financial Review Checklist

It’s mid-July, so let’s do a mid-year checkup on your finances. We’ll share why you need to be proactive with your tax planning and how that can payoff in the long run.