What if the biggest threat to your retirement savings isn’t the market or inflation, but a growing, silent tax bill you never saw coming? In this eye-opening episode, former IRS agent Dan Erickson unpacks the overlooked “tax cascade” that can push retirees into higher brackets, trigger surprise Medicare surcharges, and erode planned income. With real-life stories and plain talk, the show explores how simple timing mistakes or missed “tax valley” windows can cost thousands—while revealing smart strategies to help you navigate bracket management, Roth conversions, and new laws like the fleeting Senior Deduction. Why do most retirees miss these unseen traps, and which decision could change your long-term tax outlook? The path to more confident retirement income planning starts here.
The Harlow Wealth Retirement Hour is a long running radio program featuring advisors from Harlow Wealth Management, based in Vancouver, Washington. Chris Harlow, Dan Erickson and their team discuss topics related to retirement, areas to cover in an economic plan, and how such a plan can be individually tailored to meet the needs of any particular individual or couple.