🏈 Don't fumble your retirement - get your financial game plan at http://bookachatwithjohn.net

Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today, John looks at some of the biggest tax mistakes retirees make as discussed in a recent Kiplinger article and whether these match what we see in the real world.

Here's some of what we discuss in this episode:

📊 RMD Rules: Required distributions can raise taxable income

🔁 Roth Conversions: Timing conversions can reduce future taxes

📈 Tax Bracket Strategy: Conversions must consider bracket thresholds

💰 Social Security Taxes: Benefits can become partially taxable

👫 Spousal Tax Planning: Surviving spouses often face higher taxes

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