#013 - What are all of the forms in a retiree's tax return?

Retirement Planning Education, with Andy Panko
10/03/2022 33 min
#013 - What are all of the forms in a retiree's tax return?

Listen "#013 - What are all of the forms in a retiree's tax return?"

Descargar episodio

Episode Synopsis

Explanation of the various forms and schedules commonly used in retiree tax returnsLinks in this episode:IRS forms and schedules search tool - hereMy YouTube video - Overview of Federal Income TaxationMy YouTube video - Understanding a Retiree Tax ReturnPDF of the tax return discussed in the above video - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights

More episodes of the podcast Retirement Planning Education, with Andy Panko

#170 – Retirement planning chat with a "real" person, Scott 18/09/2025
#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE! 11/09/2025
#168 - Helpful tools and interesting information from the recent IRS Tax Forum 04/09/2025
#167 - Q&A edition...basis in inherited IRAs, Social Security break even analysis, coordinating RMDs and Roth conversions and MORE! 28/08/2025
#166 - The most common retirement planning questions from "real" people 21/08/2025
#165 - "Hot topics" edition...Andy and Mark Rosinski talk about different withdrawal strategies, rule of 55 distributions, allocating the stock portion of a portfolio and MORE! 14/08/2025
#164 - Summary of the 2025 annual Social Security trustees report 07/08/2025
#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings 31/07/2025
#162 - Q&A edition...more about bonds, taking distributions from a 401(k), when tax rates might actually go up (and by how much) and MORE! 24/07/2025
#161 – Retirement planning chat with a "real" person, Jan 17/07/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA