Taxes in retirement aren’t just about today—they’re about what’s coming. In this episode, we unpack the third and most dangerous tax trap: the looming risk of higher taxes after the 2025 TCJA sunset.

From RMDs and Social Security taxation to the “tax torpedo” and IRMAA surcharges, we break down how retirees can get hit with a triple whammy—and why Roth conversions may be the smartest move before this low-tax window closes.

Don’t wait for Washington to change the rules on your retirement. Take control while you still can.

📞 Schedule your complimentary Retirement Tax Analysis today by calling 864-800-1831 or visiting retiretrunorth.com

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠⁠⁠⁠⁠ ⁠www.retiretrunorth.com⁠⁠⁠⁠⁠⁠ or call 864-800-1831.