This week Jim and Cathlyn discuss strategies to reduce or eliminate a significant expense in retirement; your tax bill. Some of the topics covered include moving to a state with very low or no tax, as well as the different kinds of taxation benefits in those states. They also explain how taxes are calculated and why you need to understand your sources of income and how they are taxed. This week’s guest is Yolanda York from the Social Security Administration who will discuss the Social Security benefits available to surviving spouses.
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