Senior couple, laptop and document for financial planning, savings and taxes in home. Retirement, paperwork and happy man and woman with invoice, pension or insurance, finance and asset management

Episode 39: Taxes in Retirement – Surprises, Pitfalls and Opportunities

Jul 28, 2023

In this episode, Katie discusses avoiding tax surprises and maximizing pleasant ones in retirement.

Here are just a handful of the things that we'll discuss:

  • Taxes could significantly impact retirement savings – planning is key to manage future payments
  • Retirement may not lower tax burdens – factors like Social Security benefits and Medicare premiums affect tax obligations
  • Surprises such as the “Widows Tax Penalty”, and inflation can impact financial stability in retirement
  • Benefits of tax planning include possibly avoiding capital gains tax and optimizing Roth IRA distributions
  • Collaborating with a Financial Architect can help navigate tax complexities, minimize unpleasant surprises, and maximize retirement savings


Eric Scott_Will You Have Enough-DL_GG_02.02.21_Page_1

Get Your Complementary Copy of Will You Have Enough Income in Retirement?