Five Ways Taxes Can Wreck Your Retirement

Could hidden taxes take a bigger bite out of your retirement savings than you expect? In this episode, Mark Falter breaks down five ways taxes can derail retirement plans and why early tax planning matters. He examines issues such as IRMAA, Social Security taxation, pre-retirement tax planning and the role of tax-free conversions in lowering future strain. You’ll also hear the “tale of two taxpayers,” a clear look at how different tax decisions can shape long-term results. Learn why the tax choices you make today can shape how much of your savings you keep later.