In this episode, the hosts discuss the complexities of retirement taxation, focusing on how the IRS impacts retirees through Social Security taxation, required minimum distributions (RMDs), and the widow's tax bracket. They emphasize the importance of strategic planning to minimize tax burdens and explore various strategies, including Roth conversions and income distribution planning, to help retirees keep more of their hard-earned money.

Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737

or click here to visit their website.

Retirement, Planning, Roth, Taxes, Income, Savings, Assets

See omnystudio.com/listener for privacy information.