Skip to main content
Created: July 9, 2022
Modified: May 14, 2024

Taxes on Retirement Income

On this segment of Better Money Atlanta, Joel Johnson, CFP® focuses on taxes on retirement income. Taxes are often disregarded or forgotten by people who are more worried about getting an extra rate of return on their investments.

It’s important to be aware of how you’re being taxed and to have the proper knowledge for proactive planning. Different accounts are taxed in different ways:

  • Taxed as Ordinary Income
  • Taxed as Dividend Income
  • Taxed as Capital Gains

Information presented in our podcasts is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.

Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.

Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.
The guarantees provided by any type of insurance contract are based on the claims-paying ability of the insurance company.

Resources by Topic
Share

Related Resources

  • 3 Avoidable Retirement Surprises

    Even the most carefully crafted retirement plans can go off track if you haven’t accounted for some of the biggest surprises along the way. While many factors can impact your retirement, the good …
  • Social Security Myths Debunked

    With so many rules and choices involved, it’s easy to feel overwhelmed or intimidated by Social Security. As a key source of retirement income, this decision deserves careful consideration, which …
  • How Does the Big Beautiful Bill Affect Me?

    On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, bringing significant changes to the U.S. tax code. But what does it mean for you? What actions should you consider? And…
  • Estate Planning First Steps

    Getting started with estate planning can feel daunting, but taking those first steps often brings clarity and peace of mind. An estate plan not only ensures your assets are managed and distributed…
  • Preparing for RMDs

    Regardless of where you are in your retirement planning journey, required minimum distributions (RMDs) are a key factor to keep in mind. Gaining clarity on RMDs now can help you make more informed…
  • Tariffs and Your Retirement

    With growing concerns about rising tariffs and ongoing trade disputes, you may be wondering how these policy shifts could impact your retirement. While the situation around tariffs has stabilized …
  • Making the Most of Your RMDs

    Required minimum distributions (RMDs) are a key component of retirement income planning, whether you want them or not. If you’ve saved well for retirement, you might not need those funds to mainta…
  • Staying Ahead of the Tax Curve

    Retirement doesn’t mean you stop paying taxes – but there are ways to minimize the bite in the long run. With thoughtful, proactive tax planning, you can stay ahead of the curve and keep more of w…
  • How Much Will I Get from Social Security?

    When planning for retirement income, it’s important to have a clear idea of how much you can expect to receive. However, estimating your future Social Security benefit can be complicated. Your …
  • What’s the Best Age to Start Taking RMDs?

    Is it better to take your required minimum distribution (RMD) sooner rather than later? While the IRS determines when you must begin taking RMDs, you may benefit from taking them earlier. An RM…
    Back to top
    Our Locations
    Johnson Brunetti
    Welcome to Our New Website!
    Everything was designed with you in mind, making our retirement planning resources more easily accessible to you.
    Check out your new resource center, where everything can be organized by article type or topic
    Are you ready to speak with a financial advisor?
    Skip to content