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Dec. 31, 2022

Year End Tax Prep

Episode 14 of Season 5 of Retire Hour. Matt Goolsby is joined in studio by Larry Kloefkorn, Danny Goolsby remotely in Wichita and Julie Newton remotely in Kansas City. They discuss tax withholding income planning. Next, Matt is joined by Cory Hiebert, of Market Medicare Advisors to talk about indemnity plans and how they can help you save money down the road. Matt is then joined by attorney Gerald Eidelman to discuss involving family members in your estate planning conversations. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to talk about deducting medical bills from your taxes.

Intro: 0:00

Financial Advisors: Secure Act 2.0 - 0:21

Financial Advisors: IRA Inheritance - 9:23

Financial Advisors: Coming Recession - 17:01

Medicare Advisor: Starting Medicare and SS At Different Times - 24:10

Eidelman Law Advisor: How Young Is Too Young - 31:59

CPA: The Unlucky Heir - 40:37

Credits: 47:28

Learn more about the show, the team behind it, and where else to listen 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.