Jason and Emilia discuss how where you live, the affects of income on your health-care costs, Required Minimum Distributions (RMD) and Qualified Charitable Distributions (QCD) are important to consider from a tax stand point.
To learn more visit:
smartasset.com- Retirement Taxes
soundretirementplanning.com-170 Health Insurance For An Early Retirement
Helping with a retirement plan designed to achieve clarity, confidence and freedom.
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Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Insurance Services by Parker Financial, LLC, & Parker Financial. Home office located at 9230 Bay Shore Drive NW #201, Silverdale, WA 98383. Jason Parker, RICP® is a Registered Investment Adviser Representative and has a Washington State insurance license. Parker Financial LLC is a registered investment adviser with the SEC. The adviser may not transact business in states where it is not appropriately noticed-filed, excluded or exempted from registration. Most states allow for a de minimis exemption of up to 5 clients in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without notice filing with the SEC or exemption. Retirement Budget Calculator LLC and Parker Financial LLC are affiliated entities and under common control.
