#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

This week’s episode features Joshua Cicora, Lead CPA of Market Tax Services as he talks with advisors about investment strategies with tax concerns, IRMAA, Inheritance, and Phantom Income.

Intro: 0:00

Financial Advisors: IRA’s 10-Year Rule – 0:23

Financial Advisors: Can You Turn Back the Clock on Social Security? – 8:24

Client Corner: What Counts as Income? – 16:54

Medicare Advisor: 2 Year Look Back – 23:55

Eidelman Law Advisor: When Inheriting a Business Goes Wrong – 31:51

CPA: Phantom Income – 39:39

Credits: 44:28

Learn more at: https://retirehour.com

Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.