Tax planning is not something that should only happen during tax season. In this episode of Kitchen Table Finance, Dave and Nick discuss some of the most common retirement tax mistakes and why proactive planning can make a significant difference throughout retirement.

The discussion focuses on how retirement income sources are taxed, how Roth conversions fit into a retirement strategy, and why understanding required minimum distributions and Medicare IRMAA rules is critical for retirees.

The episode also highlights how withdrawal strategies, Social Security taxation, and capital gains planning can impact long-term retirement outcomes.

Topics Discussed:

S4E19 – Does your Retirement Plan Need a ROTH?

Understanding IRMAA: S4E18 – What to Know About Taxes in Retirement

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