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https://3dimensionalwealth.com/getstarted

Want to Learn More? Register For An Upcoming Event:

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Claim Your Free Copy of The L.A.S.E.R. Fund Book

Go to: https://www.laserfund.com

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Discover how this tax trap can turn a “22% bracket” retirement into a painful spike in effective marginal tax rates. Doug Andrew and his team break down why retirees often pay more in taxes after leaving work.

This episode reveals:

- What creates the "tax torpedo trap" and why it hits disciplined savers

- How IRMAA and Social Security taxation can multiply taxes on withdrawals

- How a strategic rollout can reduce future tax shocks

- The Rule of 55 basics and common mistakes retirees make

Whether you’re worried about RMDs, IRMAA, or Social Security taxes, these strategies aim to restore control over retirement income.

Timestamps:

00:01:20 Tax torpedo trap explained: why IRA withdrawals raise hidden taxes

00:02:10 - The tax increase retirees never see coming

00:03:37 - The IRA and 401k myth

00:08:54 - How income two years ago hits now

00:15:00 - Rule of 55 explained

00:17:15 - Strategic rollout strategy

00:21:20 - $1M IRA rollout example

00:28:10 - Answering skeptics

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Ready to speak with a Specialist? Book a free Quick Consult here:

https://3dimensionalwealth.com/getstarted

Want to Learn More? Register For An Upcoming Event:

https://3dimensionalwealth.com/events

Claim Your Free Copy of The L.A.S.E.R. Fund Book

Go to: https://www.laserfund.com

Are you an advisor interested in what we teach?

Go to: www.iulinsiderpro.com

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