How Much Can I Give My Kids Before Paying IRS Gift Tax?
Learn how give money to your kids and avoid taxes from the IRS in 2024 and 2025.
How to Stretch Your Money Until You’re 100
Breaking down the 4 steps of the “live to 100” strategy as life expectancy increases and conventional retirement wisdom struggles…
Listener Q&A: Social Security, RMDs & Annuities
We’ve recently received a bunch of questions from our listeners and today Jeremy answers the first batch! Tune in to learn about Social Security, required minimum distributions, and annuities.
Tax Savings Strategies for 2023 to Maximize Your Refund
There are only 10 days left in the tax year. What can you do right now to maximize your refund? Tune in to learn about strategies for maximizing tax refunds and retirement savings.
Avoid These Tax Preparation Mistakes with Randy Crabtree
Is your tax person overworked and underpaid? Tune in to learn about the accounting industry and how you can avoid these tax preparation mistakes.
How to Save $100k+ in Taxes for Your Retirement With Mike Jesowshek
Can the next 30 minutes save you a hundred grand or more in taxes over your lifetime? Tune in to learn about tax minimization strategies to save a hundred grand or more in taxes over your lifetime.
How Can Retirees Avoid the Tax Bomb in Their Portfolios? with David McClellan
Is there a tax bomb hiding inside your retirement portfolio? Tune in to learn about how you can avoid the huge tax bills and Medicare surcharges that some retirees face.
Should You Move To A Different State To Lower Your Retirement Taxes?
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for…
How to Pick a Tax-Wise Retirement Withdrawal Strategy With Daniel McDonald
Are you overlooking taxes in your retirement plan? Tune in to learn about tax-wise retirement withdrawal strategies.
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In the Retire Today podcast, Jeremy Keil, CFP®, CFA® shows you how to create your dream retirement. Listen in as Jeremy and his guests guide you towards making smarter retirement, investment, and tax planning decisions. Learn more about your money, feel better about your money and make better money decisions.