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Created: July 9, 2022
Modified: November 30, 2022

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.

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