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Many retirees are surprised to find that taxes can become one of their largest expenses after they stop working. In this episode of Wealth Creator Radio, Certified Financial Planner Eric Heckman explains how retirement income can trigger unexpected tax bills and what you can do to reduce them. Learn how to plan withdrawals, use Roth conversions strategically, and balance your tax exposure so you can enjoy more of the income you've worked so hard to save.
🔗Check out the show notes for this week's episode
Blueprint to Worry Less Wealth
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By Eric Heckman5
44 ratings
Many retirees are surprised to find that taxes can become one of their largest expenses after they stop working. In this episode of Wealth Creator Radio, Certified Financial Planner Eric Heckman explains how retirement income can trigger unexpected tax bills and what you can do to reduce them. Learn how to plan withdrawals, use Roth conversions strategically, and balance your tax exposure so you can enjoy more of the income you've worked so hard to save.
🔗Check out the show notes for this week's episode
Blueprint to Worry Less Wealth
Get your Wealth Creator Toolbox