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Links mentioned in this episode:
You Can Appeal a Medicare Premium SurchargeBonus Tax Refunds Will Be Sent Soon - Will You Get a Check from the IRS?
Watch Out! RMDs Can Trigger Massive Medicare Means Testing Surcharges
Is Your Retirement Portfolio a Tax Bomb?
Transcript:
David Muhlbaum: You've been told by plenty of people, us included, that saving for retirement is important. You've probably also heard that step one is putting aside salary in a 401(k) plan, if one is available to you, or some other retirement vehicle. But there's a catch. Saving for your retirement is a good thing, but in short, if you keep deferring the taxes, they'll likely bite you in the end. We'll talk to an expert in defusing what's s
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