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They’re 64 with $1.7M. Will This 1 Mistake Cost Them Thousands?

Need help in retirement or want free resources? Go here: www.RiseInRetirement.com === George and Nancy just retired at 66 and 64 with $1.7 million saved. On paper, their plan looks solid—but a hidden tax time bomb could cost them and their family thousands. In this episode of Rise in Retirement, we cover: ✅ Why taxes could derail their retirement plan ✅ How Required Minimum Distributions (RMDs) can create a tax trap ✅ Smart strategies to reduce future tax burdens and protect their legacy 📢 Are you prepared for future tax hikes? Get a tax strategy review at RiseInRetirement.com before it’s too late. === Connect With Us: Facebook:   / wasmithfingroup   TikTok:   / wasmithfingroup   =================== #retirementplanning #financialsecurity #retirementincome #socialsecurity #healthcarecosts #financialplanning #3bucketstrategy DISCLAIMER: This video is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past performance is never a guarantee of future results/returns. The strategies discussed may not be right for you, and your personal circumstances should be considered before the adoption of any investment or tax strategy. You should review all tax decisions with your accountant, counsel, or tax advisor. Investment advisory services provided by Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance and tax planning services provided by W.A. Smith Financial, LLC. You can read more here: https://wasmithfinancial.com/disclosure/