Warren Buffett's Advice to Retirees — 5 Tax Mistakes to Fix Before April That Cost You Thousands скачать в хорошем качестве

Warren Buffett's Advice to Retirees — 5 Tax Mistakes to Fix Before April That Cost You Thousands

Warren Buffett says taxes are the single largest expense most Americans ever pay. At 79, Vincent spent 26 years as a CPA preparing tax returns for retirees — and still made 2 of these 5 mistakes himself. In this video he walks you through the 5 tax mistakes that cost retirees thousands every April and exactly how to fix them before the deadline. TIMESTAMPS 0:00 - Warren Buffett on taxes — the principle that changes everything in retirement 0:45 - Vincent's story — 26 years as a CPA and what he still got wrong 1:30 - Mistake 1: Not knowing your Social Security is taxable income 2:45 - Raymond's story — the tax bill nobody warned him about 3:45 - How to manage combined income to reduce Social Security taxation 4:45 - Mistake 2: Missing the QCD opportunity every year before December 31st 6:00 - How a Qualified Charitable Distribution saves tax dollars on every gift 6:45 - The $1,140 Vincent lost the year he missed his own QCD deadline 7:30 - Mistake 3: Taking your RMD without adjusting withholding correctly 8:30 - Leonard's $4,300 April tax bill and why it was entirely preventable 9:15 - How to calculate the right withholding percentage on your IRA distribution 10:00 - Mistake 4: Overlooking the medical expense deduction threshold 11:00 - What qualifies — Medicare premiums, hearing aids, dental, long-term care 11:45 - How Vincent saved $1,700 the year he tracked his medical costs properly 12:30 - Mistake 5: Not updating tax withholding after retirement income changes 13:30 - The one-hour January review that eliminates April surprises 14:30 - Vincent's closing message — you have time, but only if you act now #RetirementTax #WarrenBuffett #SocialSecurityTax #QCD #RMDRules #RetirementPlanning #TaxMistakes #RetirementIncome #TaxTips #TheRightChapter