Watch on YouTube: https://youtu.be/J03xhxXaj_s

Do taxes actually get simpler in retirement?

CFP Professionals Rob Hoxton and Archie Hoxton explore why tax planning can become even more complicated after you stop working—and the costly mistakes many retirees fail to anticipate.

They break down key retirement tax challenges, including IRA withdrawals, required minimum distributions, the Social Security "tax torpedo," and how rising income can unexpectedly increase Medicare premiums through IRMAA. Rob and Archie also discuss proactive strategies like Roth conversions, qualified charitable distributions, and tax-efficient income planning to help retirees stay ahead of potential surprises.

Visit: http://www.thelastpaycheck.com

☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com

🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation

Get their book! Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.