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Year End Tax Tips for Retirees with Christine Benz

If you want to ensure that your finances are secure and in place to be ahead in 2019, this interview with Christine Benz can assist you with just that.

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Show Highlights:

  • Things people need to do to wrap up 2018 and jumpstart 2019
  • Ways to improve your portfolio
  • Properly managing IRA accounts
  • Strategies for tax law holdings and gains
  • Working with wash sale rules
  • Why capital gains distributions within mutual funds can be a tax trap
  • Meeting redemptions from departing sale holders
  • Step up in cost basis to account for tax distributions
  • How inheriting money is beneficial in litigating taxes
  • Charitable giving and itemizing
  • Qualified charitable distribution strategies
  • Clustering procedures and donor advised funds
  • The importance of evaluating your portfolio and sourcing portfolio withdrawals
  • Strategizing withdrawals to minimize taxes
  • Taking advantage of temporarily low tax brackets
  • When to take social security

LISTEN HERE

Resources:

Christine’s article on Morningstar.com

The Bodacious Benefits of A Donor Advised fund, by Lorraine Ell

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About the Author

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Kate Stalter

CMO and Senior Financial Advisor

Kate is a Series 65-licensed advisor, has hosted the Daily Stock Analysis and Market Wrap videos on Investors.com, and taught Investor’s Business Daily live seminars. She contributes to Forbes, US News & World Report and TheStreet. Kate’s primary focus is helping clients who face decisions about portfolio allocation, Social Security strategies, insurance needs, estate planning, college funding and all manner of financial questions.

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