A new tax deduction for seniors sounds simple—until you see how it fits into the bigger retirement tax picture. On this episode of The Real Money Coach, Tony Jackson breaks down the new senior deduction, how it phases out, and why taxes remain one of the most misunderstood parts of retirement. The conversation expands into tax mitigation versus tax filing, Roth strategies, income planning, and the role of financial education after the paycheck stops. It’s a wide‑ranging discussion focused on understanding how money works, planning ahead, and avoiding costly assumptions about retirement taxes.

 

If you’d like to learn more about planning for your future, schedule your complimentary consultation by visiting TheRealMoneyCoach.com or by emailing [email protected]

 

For more information follow us on LinkedIn or YouTube or call us @ (704) 954-8666

See omnystudio.com/listener for privacy information.