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
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