#211 – 8 common tax planning mistakes often made in retirement

Andy discusses common tax planning mistakes often made in retirement. Additionally, he shares insight on how to attempt to prevent such mistakes, and/or fix them after they've happened The 8 common mistakes are: Not paying enough income tax timely throughout the year, and having underpayment penalties as a resultMissing or not taking the correct amount of Required Minimum Distributions (“RMDs”)Having improper beneficiary designationsNot properly applying Roth account withdrawal rulesNot und...