Retirement Solutions - The Podcast

Avoiding the Tax Avalanche in Retirement (Ep. 14)

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Have you ever wondered just how much of your retirement savings actually belongs to you and how much goes to Uncle Sam?

In this episode, Ryan Thacker and Tyson Thacker delve into the all-important topic of taxes in retirement. They break down the “tax avalanche” that could threaten your hard-earned savings and explain how a strategic plan can help you navigate safely through your golden years. Don’t let the tax avalanche catch you off-guard. Tune in to get ahead with your retirement planning!

Ryan and Tyson discuss: 

  • (00:18) The significance of understanding the “tax dilemma”
  • (05:13) The “Tax Avalanche” – What it is and how to avoid it
  • (12:52) What the different tax buckets are and what they look like
  • (15:33) A case study of Bob and Carol’s retirement savings, and how comprehensive planning saved them $641,282 in taxes
  • And more

    • Resources:

    • The B.O.S.S. Retirement Blueprint

      • Get your FREE B.O.S.S. Retirement Blueprint:

      3 Ways to Respond:

      • Text BLUEPRINT to (435) 500-0665
      • Call: (800) 769-7550
      • or Click Here

        • Connect with Tyson Thacker: 

        • LinkedIn: Tyson Thacker
        • BOSSRetirement.com 

          • Connect with Ryan Thacker: 

          • LinkedIn: Ryan Thacker
          • BOSSRetirement.com 
            • ...more
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            Retirement Solutions - The PodcastBy Tyson Thacker and Ryan Thacker