Paying Taxes in Retirement
Navigating taxes doesn’t end when your 9-to-5 does, and in retirement the rules can get increasingly complex. Donna discusses some of the tax topics that tend to complicate the filing process for retirees, including social security, RMDs, quarterly estimates, and more. Also, on MoneyTalk, action items for your first year of retirement, and grounding your expectations to reality. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 4/27/2026; Original Air Dates: 1/13/2025, 11/10/2025 & 12/8/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA…
The skinny
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