Dirty Dozen Tax Scams, Ep #309

Scammers are constantly changing their playbooks to try and stay ahead of the authorities. That is why the IRS annually updates its “Dirty Dozen Tax Scam” list. This week we’ll explore the latest article from the IRS on this year’s tax scams then we’ll check out an article from Financial Advisor Magazine that involve questionable tax practitioners and charitable remainder annuity trusts.

Don’t miss out on this week’s 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

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• Dive deeper into retirement planning with Ben at www.RetirementIncome.University

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