Taxes don’t stop in retirement—and they affect more than just your tax return. In this Cardinal Lesson, I break down the new 2026 tax numbers and explain how tax planning impacts the seven biggest retirement concerns: Social Security, Medicare, long-term care, IRAs and 401(k)s, income planning, estate planning, and taxes. If you’re retired or nearing retirement, understanding how tax brackets, deductions, and lifetime planning work together can help you keep more of what you’ve saved and avoid c
35:57
Taxes don’t stop in retirement—and they affect more than just your ta…
28 views1 month ago
FacebookCardinal Advisors
Social Security - Cardinal Guide
Social Security - Cardinal Guide
5 months ago
cardinalguide.com
If you’re 65 or older and on Medicare, you may have heard about IRMAA — the extra charge added to your Medicare premiums if your income is above certain levels. The 2026 numbers are out, and many people are surprised to learn that Social Security bases this on your income from two years ago! In my latest Cardinal Lesson, I break down what IRMAA really is, how these brackets work, when you might be able to appeal the charges, and how good planning around things like Roth conversions and RMDs can
35:13
If you’re 65 or older and on Medicare, you may have heard ab…
60 views2 months ago
FacebookCardinal Advisors
Long-Term Care - Cardinal Guide
Long-Term Care - Cardinal Guide
4 months ago
cardinalguide.com
Should I leave my IRA to my kids? - Cardinal Guide
Should I leave my IRA to my kids? - Cardinal Guide
Jul 16, 2020
cardinalguide.com
Age 70 or 71? Where you should put your retirement savings now - Cardinal Guide
Age 70 or 71? Where you should put your retirement savings now - Car…
Jan 26, 2021
cardinalguide.com
What can you do to reduce the amount of money you will be forced to take out at age 73? Most retirees don’t have an answer to this question, and many financial advisors don’t know the answer either. I recently spoke with a woman whose husband died, and she doesn’t have enough money from Social Security. She got some bad advice and was told to pull $50,000 from her IRA, which triggered a huge tax bill that only worsened her current situation. Her mistake could have been avoided with some tax plan
0:56
What can you do to reduce the amount of money you will be force…
34.3K views1 month ago
FacebookFuchs Financial
15:13
Social Security Friday Deposit Update – Urgent News for Retiree…
1.3K views1 week ago
YouTubeSenior Alert
0:33
Why CBP Retirees Pay More Taxes Than They Expect
4 weeks ago
YouTubeFederal Pension Advisors
0:46
Roth Conversion - Estate Planning Strategy Explained Simply! #finan…
1.7K views3 months ago
YouTubeCardinal Advisors
0:57
Retirement Clarity Your Fearless Financial Plan
3 weeks ago
YouTubeJason & Scott - Tactical Investment Advisors
0:31
Social Security Timing Your Ultimate Retirement Strategy
99 views2 weeks ago
YouTubeJason & Scott - Tactical Investment Advisors
8:08
Retirees are Quietly Losing Money in 2026 Here's How to Fix It
370 views3 weeks ago
YouTubeBudget Retirement Options
0:06
ATTENTION PRE-RETIREES & RETIREES: Are you confident you…
589 views1 week ago
FacebookYour Retirement Workshops
0:09
Up to 85% of your Social Security benefits can be taxable, and man…
10.3K views1 week ago
FacebookYour Retirement Reality
The Red Cardinal Group | Houston, TX | Morgan Stanley Wealth Mana…
Jun 16, 2021
morganstanley.com
12:17
How Social Security Benefits are Taxed
388.5K viewsApr 27, 2021
YouTubeFinancial Fast Lane
9:11
Social Security: Widows and Widowers
31.8K viewsApr 14, 2021
YouTubeCardinal Advisors
5:49
How to Calculate Taxes in Retirement (Part 1)
32.7K viewsOct 17, 2018
YouTubeHeritage Wealth Planning
4:05
Social Security: Full Retirement Age Explained
11.8K viewsNov 10, 2020
YouTubeCardinal Advisors
6:34
How Social Security Retirement Benefits Are Calculated [3 Easy St…
36.2K viewsJan 31, 2021
YouTubeDevin Carroll, CFP®
2:46
Explained: How to File Taxes After 401(k) Withdrawal
16.3K viewsMar 11, 2021
YouTubeNBC Bay Area
1:24
How is Your Social Security Taxed?
1.7K viewsJul 28, 2020
YouTubeAARP Answers
23:30
RMD Strategy Explained
18.2K viewsFeb 21, 2023
YouTubeCardinal Advisors
15:57
IRA/401k=Lousy Estate Planning Strategy
3.9K viewsJun 13, 2023
YouTubeCardinal Advisors
17:48
Inherited IRA? Which Beneficiary Are You?
4.3K viewsJan 30, 2024
YouTubeCardinal Advisors
31:14
Inherited IRA Beneficiary? Now What?
2K views6 months ago
YouTubeCardinal Advisors
11:56
Social Security Pay Back
2.4K viewsOct 3, 2023
YouTubeCardinal Advisors
10:23
How NORTH CAROLINA Taxes Retirees
14.7K viewsJun 21, 2018
YouTubeHeritage Wealth Planning
0:40
Arizona Taxes Retirees' Tax Blind Spots & Planning!
1.1K views4 months ago
YouTubeBayntree Wealth Advisors
See more videos
Static thumbnail place holder