Taxes can be one of the biggest — and most overlooked — risks in retirement. In this episode of the Retire and Thrive Podcast, Dan Langworthy breaks down Taxes in Retirement: What Every Retiree Needs to Know, and explains how poor tax planning can quietly erode your income, trigger surprise tax bills, and increase Medicare costs.

You’ll learn how retirement withdrawals are taxed, why withdrawal sequencing matters, and how inconsistent income can create unexpected tax surprises. Dan also explains required minimum distributions (RMDs), Roth conversions, IRMAA Medicare penalties, and how Social Security benefits may be taxed depending on your total income.

This episode is especially helpful for retirees and pre-retirees who want to reduce taxes, avoid costly mistakes, and create a more predictable retirement income strategy. Whether you’re approaching retirement or already retired, understanding how taxes impact your IRA, 401(k), Roth accounts, and Social Security benefits is critical to keeping more of your money.

If you want clarity, confidence, and practical strategies for managing taxes in retirement, this is an episode you don’t want to miss.

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