The Year You Retire

Tools, tips and strategies for people who want their first year of retirement to be right on the money.

Recent Episodes

Do I Have to Pay Taxes on My Social Security Income?

Posted June 24, 2024 • 00:32:33

Reduce Your RMD Tax Hit: Essential Tips for Retirees

Posted June 3, 2024 • 00:36:03

Are you feeling lost with the new required minimum distribution (RMD) rules for IRAs and qualified retirement plans? Do you know when you have to start...

Should I Pay Off My Mortgage Before I Retire?

Posted April 29, 2024 • 00:31:50

How to Save Big on Your Capital Gains Tax Bill

Posted April 15, 2024 • 00:32:40

Did you know that your retirement years are often accompanied by large capital gains tax bills? Do you know if you have the proper strategies in place...

Getting the Most Out of Social Security Spousal Benefits

Posted April 1, 2024 • 00:42:03