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Tax Strategies in Retirement

7/19/22: The good news is that we've accumulated a ton of money. What I find confusing is how to strike the right balance between pre-paying taxes and managing the increased costs, including IRMAA, Social Security taxes and capital gains taxes.

PodcastsMark TalercioJuly 19, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, Roth conversion
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Can We Take a Sabbatical?

PodcastsMark TalercioJuly 20, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, can I quit my job?, can I retire?, can we retire?, sabbatical
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Too Much in Traditional 401(k) at Age 36?

PodcastsMark TalercioJuly 19, 2022Jill Schlesinger, Jill on Money, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, Roth 401(k)

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All opinions expressed by Jill Schlesinger on this website and on the “Jill On Money” radio show are solely Jill Schlesinger’s opinions and do not reflect the opinions of CBS News, its parent and affiliated companies or radio station affiliates. You should not treat any opinion expressed on this website or on the radio show as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Jill Schlesinger, CBS News, its parent and affiliated companies and radio station affiliates make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the radio show, and any opinion expressed on this website or on the radio show should not be relied upon as complete or accurate. Before acting on any information on this website or on the radio show, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser

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