Tax Mistakes New Retirees Make

By |2026-03-04T23:03:23+00:00March 5th, 2026|Podcast|

Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today we're looking at some of the biggest tax mistakes retirees make as discussed in a recent Kiplinger article and whether these match what we see in the real world. 

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Inherited a House — Are the Taxes Really That Bad?

By |2026-02-18T13:50:06+00:00February 19th, 2026|Podcast|

When a parent passes away, emotions and finances tend to collide, especially when real estate is involved. One of the most common things that stalls families is fear of taxes, even when that fear isn’t fully understood. Today’s listener question is about an inherited home and hesitant siblings.

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