Catching Up to FI Women Talk Taxes (Part 2) | Jackie Cummings Koski | 150
This mid-week episode is the recording of a session done with the smart women of the WE (Women Empowered) Wealth Collective, titled: What Every Woman Should Know About Minimizing Taxes in Retirement. ‘Catching Up to FI’ co-host and author of ‘F.I.R.E for Dummies', Jackie Cummings Koski, CFP®, AFC®, continues through an easy to follow checklist of tax considerations in retirement. She demo-drives 72(t) and RMD calculators, live-shops the ACA site to score premium tax credits, and shows how Medicare surcharges work.
Topics for the series include:
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Age-band tax checklist (pre-55, 55-65, 65-75, 75+)
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Separating "macro" worry (markets, policy) from micro action (what you control)
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Early withdrawal strategies (Rule of 55/50, 72(t) / Equal Payments, HSAs, Affordable Care Act/Tax Credits, Brokerage Accounts, ect)
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Tax Minimizing tips during normal retirement (Social Security, Medicare Surcharge, Increased Standard Deduction, Balancing account types)
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Later in life considerations (RMDs, Qualified Charitable Distribution, Inheritances, ect)
This is the second part of a two-part series and part 1 aired last Wednesday. This session references visuals from a presentation that is better viewed on youtube or you can follow along using this slide deck.
Disclaimer for this session: The intent of this session is open discussion about money topics that makes us all a little smarter. The content is for general education and information purposes only, and is not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)
WE Wealth Collective (Facebook Group)
WE Wealth Collective is a group dedicated to empowering women to take control of their finances, cultivate abundance in every aspect of life, and live boldly on their own terms.
Sarah Catherine “SC” Gutierrez
Sarah Catherine “SC” Gutierrez talk at EconoMe
Official IRS Tax Code & Publications
Official IRS Tax Code & Publications
Healthcare.gov – ACA Enrollment & Subsidy Calculator
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⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.