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Taxes in Retirement

Most retirees are shocked by how much of their hard-earned savings goes straight to taxes—are you prepared? Discover the strategies that can help you keep more of your money in retirement and avoid the most common tax pitfalls. In this episode, April Schoen reveals how smart tax planning can dramatically impact your future income and financial freedom after you stop working. You’ll discover… ● Why many retirees end up in higher tax brackets than they ever expected ● The “three buckets” framework for easily understanding your tax exposure ● How your mix of assets can make or break your income in retirement ● The hidden risk of required minimum distributions—and how to prepare for them ● A simple shift that could save you thousands in taxes and Medicare premiums