Year-End Planning: Estimated Tax Payments

As the year comes to a close, Roger Whitney reflects on the power of words, walks through an important year-end tax planning reminder for retirees, shares listener stories and perspectives, and invites listeners to choose a guiding word for 2026 as a way to approach retirement with greater intention and clarity. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN (00:00) This show is dedicated to helping you not just survive retirement, but have the confidence and clarity to lean in and rock it. (00:45) Roger reflects on slowing down, reclaiming meaning in familiar words, and recommitting to clearing the battlefield as we head into a new year. RETIREMENT TOOLKIT (03:22) Roger explains why estimated quarterly tax payments matter in retirement and how they can help prevent unwelcome tax surprises. (05:44) He outlines safe harbor rules and practical best practices for withholding taxes from Social Security, IRA distributions, and pensions. RETIREMENT LIFE LAB (13:33) Roger shares listener responses about corporate words and phrases people are eager to retire when they leave the workforce. ROCKING RETIREMENT IN THE WILD (19:33) Mick and Patty share reflections on fitness, travel, and meaning in retirement, including experiences shaped by history and family. FOCUSING FORWARD: A WORD FOR 2026 (21:10) Roger discusses the practice of choosing a single word to define the coming year and reads listener-submitted words for 2026. (28:40) Roger reveals his own word for 2026. SMART SPRINT (34:07) Roger encourages listeners to reflect on the season they are entering and consider choosing a word to help guide decisions in 2026. CLOSING THOUGHTS (34:55) Roger responds to listener feedback on charitable giving and enjoying retirement, emphasizing balance, generosity, and intentional living as the year ends. REFERENCES Submit a Question for Roger Sign up for The Noodle The Retirement Answer Man Financial Calculators from Dinkytown.net