{"id":13070,"date":"2025-04-06T17:24:41","date_gmt":"2025-04-06T17:24:41","guid":{"rendered":"https:\/\/finderica.com\/?p=13070"},"modified":"2025-04-06T17:24:41","modified_gmt":"2025-04-06T17:24:41","slug":"taxes-in-retirement-office-hours","status":"publish","type":"post","link":"https:\/\/finderica.com\/?p=13070","title":{"rendered":"Taxes in Retirement Office Hours"},"content":{"rendered":"<div>\n<p>In this special Office Hours session, hosted by Nancy Gates, Senior Manager of Services at Boldin, we take a deep dive into an essential retirement planning topic: estimating and paying taxes in retirement. Nancy guides you through the complexities of retirement income taxes \u2014 from understanding how each income source is taxed, to developing a smart tax payment strategy that keeps you compliant and stress-free.<\/p>\n<p>\n  <iframe title=\"Office Hours - Taxes in Retirement\" width=\"788\" height=\"443\" src=\"https:\/\/www.youtube.com\/embed\/FAiQCEeRXJs?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><br \/>\n  <\/iframe>\n<\/p>\n<p>This session is focused on education and empowerment, helping you take control of your financial future with confidence. Whether you\u2019re newly retired or planning ahead, this video will equip you with the knowledge you need to avoid tax penalties and make informed decisions about your retirement income.<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-key-topics-discussed-in-this-office-hours-session\">Key Topics Discussed in this Office Hours Session<\/h2>\n<p>\u2705 Overview of the retirement paycheck and income sources <\/p>\n<p>\u2705 Tax implications of various retirement income streams <\/p>\n<p>\u2705 How FICA, federal, state, and capital gains taxes apply in retirement <\/p>\n<p>\u2705 Safe harbor rules and the IRS $1,000 rule <\/p>\n<p>\u2705 Tax withholding strategies <\/p>\n<p>\u2705 How to use estimated quarterly tax payments <\/p>\n<p>\u2705 Practical tips for developing your retirement tax payment strategy<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-timestamps\">Timestamps <\/h2>\n<p>00:00 Introduction &amp; Housekeeping <\/p>\n<p>00:20 What is the Retirement Paycheck? <\/p>\n<p>01:25 Common sources of taxable income in retirement <\/p>\n<p>02:30 Overview of U.S. tax categories: FICA, federal, state, capital gains <\/p>\n<p>03:45 Tax treatment of various income sources <\/p>\n<p>05:50 Social Security tax rules <\/p>\n<p>07:30 Investment income and savings drawdown taxation <\/p>\n<p>10:00 Safe Harbor Rule &amp; $1,000 Rule explained <\/p>\n<p>12:00 How to avoid tax penalties in retirement <\/p>\n<p>13:25 Four methods to pay taxes in retirement <\/p>\n<p>15:35 Tax withholding strategies from pensions and annuities <\/p>\n<p>17:45 Using IRA distributions for tax payments <\/p>\n<p>19:10 Making quarterly estimated tax payments <\/p>\n<p>21:00 Next steps and planning tips<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-about-boldin-and-the-award-winning-boldin-retirement-planner\">About Boldin and the Award Winning Boldin Retirement Planner<\/h2>\n<p>The\u00a0Boldin Planner\u00a0is powerful software that puts you in control. It\u2019s almost like having a financial expert at your fingertips. Research shows that people with a written financial plan do 2.7 times better financially. They\u2019re also 54% more likely to live comfortably in retirement. That\u2019s not luck, that\u2019s taking control of your money. The Boldin Planner has been named the\u00a0<a href=\"https:\/\/www.bankrate.com\/investing\/financial-advisors\/best-financial-planning-software\/\" target=\"_blank\" rel=\"noreferrer noopener\">Best Financial Planning Software of 2025<\/a>\u00a0and the company was selected as a Top Innovator in\u00a0<a href=\"https:\/\/uplink.weforum.org\/uplink\/s\/uplink-contribution\/a01TE000008LsopYAC\/boldin-the-first-truly-peopleinspired-financial-planning-platform\" target=\"_blank\" rel=\"noreferrer noopener\">UpLink\u2019s<\/a>\u00a0Prospering in Longevity Challenge and named to the\u00a0<a href=\"https:\/\/www.cbinsights.com\/research\/report\/top-fintech-startups-2024\/\" target=\"_blank\" rel=\"noreferrer noopener\">FinTech 100<\/a>\u00a0by CBInsights.<\/p>\n<p>The tool is ideal for planning because it covers a comprehensive set of information relevant to retirement and lets you customize everything \u2013 including your own life expectancy.<\/p>\n<\/p><\/div>\n<p><a href=\"https:\/\/www.boldin.com\/retirement\/video-get-started-1-a-tour-of-the-boldin-planner\/\" target=\"_blank\" rel=\"noopener\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this special Office Hours session, hosted by Nancy Gates, Senior Manager of Services at Boldin, we take a deep dive into an essential retirement planning topic: estimating and paying taxes in retirement. Nancy guides you through the complexities of retirement income taxes \u2014 from understanding how each income source is taxed, to developing a<\/p>\n","protected":false},"author":2,"featured_media":13072,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_lock_modified_date":false,"footnotes":""},"categories":[348],"tags":[1160,2200,350,315],"class_list":{"0":"post-13070","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-retirement","8":"tag-hours","9":"tag-office","10":"tag-retirement","11":"tag-taxes"},"_links":{"self":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts\/13070","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=13070"}],"version-history":[{"count":0,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/posts\/13070\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=\/wp\/v2\/media\/13072"}],"wp:attachment":[{"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=13070"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=13070"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finderica.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=13070"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}