Dirty Dozen Tax Scams, Ep #309
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Scammers are constantly changing their playbooks to try and stay ahead of the authorities. That is why the IRS annually updates its \\u201cDirty Dozen Tax Scam\\u201d list. This week we\\u2019ll explore the latest article from the IRS\\xa0on this year\\u2019s tax scams then we\\u2019ll check out an article from\\xa0Financial Advisor Magazine\\xa0that involve questionable tax practitioners and charitable remainder annuity trusts.
Don\\u2019t miss out on this week\\u2019s listener question because chances are, you have had this question as well.
Outline of This Episode
- [2:22] What the IRS has to say about the dirty dozen in 2023
- [9:54] Tax scams that target the wealthy
- [14:02] On making larger withdrawals in your 60s and lesser withdrawals later on
Resources & People Mentioned
- The Retirement Tax Podcast
- The Annual Listener Survey
- The IRS 2023 Dirty Dozen
- IRS Warns Of Tax Scams That Target Wealthy
Connect with Benjamin Brandt
- Get the Retire-Ready Toolkit:\\xa0http://retirementstartstodayradio.com/
- Follow Ben on Twitter:\\xa0https://twitter.com/retiremeasap
- Join the newsletter:\\xa0https://retirementstartstodayradio.com/newsletter
- Dive deeper into retirement planning with Ben at\\xa0www.RetirementIncome.University
Subscribe to Retirement Starts Today on
Apple Podcasts,\\xa0Stitcher,\\xa0TuneIn,\\xa0Podbean,\\xa0Player FM,\\xa0iHeart, or\\xa0Spotify
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