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📱 Want expert help in planning for your financial future? Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12
⚡ Get your no-cost Retirement Toolkit: https://keap.page/ngt919/toolkit.html
Nobody likes tax season, but for new retirees, the rules can feel completely different. Income changes, required withdrawals begin, and decisions that once lowered taxes can create bigger bills later. Steve unpacks some of the most common retirement tax mistakes and how they show up in real life. A little forward planning can make a dramatic difference over the long run.
Here’s some of what we discuss in this episode:
🧾 First-Year Shock: New income mix changes taxes
⏳ RMD Timing: Waiting can create bigger problems
⚠️ Conversion Mistakes: Overdoing Roth can backfire
📉 Social Security Taxes: Up to 85% may be taxed
👥 Spouse Impact: Income drops, but expenses don’t
Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html
Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg
Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12
Other ways to get in touch:
Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]
LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors
This podcast is provided by Powerhouse Financial Advisors Inc. ("PFA"), a state-registered investment adviser. The information provided is for informational and educational purposes only and should not be considered personalized investment advice. PFA does not guarantee the acc...
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By Steve SmitSend us Fan Mail
📱 Want expert help in planning for your financial future? Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12
⚡ Get your no-cost Retirement Toolkit: https://keap.page/ngt919/toolkit.html
Nobody likes tax season, but for new retirees, the rules can feel completely different. Income changes, required withdrawals begin, and decisions that once lowered taxes can create bigger bills later. Steve unpacks some of the most common retirement tax mistakes and how they show up in real life. A little forward planning can make a dramatic difference over the long run.
Here’s some of what we discuss in this episode:
🧾 First-Year Shock: New income mix changes taxes
⏳ RMD Timing: Waiting can create bigger problems
⚠️ Conversion Mistakes: Overdoing Roth can backfire
📉 Social Security Taxes: Up to 85% may be taxed
👥 Spouse Impact: Income drops, but expenses don’t
Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html
Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg
Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12
Other ways to get in touch:
Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]
LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors
This podcast is provided by Powerhouse Financial Advisors Inc. ("PFA"), a state-registered investment adviser. The information provided is for informational and educational purposes only and should not be considered personalized investment advice. PFA does not guarantee the acc...