Hidden Tax Traps Retirees May Not See Coming скачать в хорошем качестве

Hidden Tax Traps Retirees May Not See Coming

Most people believe they're already taxed enough—so how could this possibly be one of the best tax environments in history? 🤷 In this episode of the Texas Wealth Report, Brad Johansson and Summer Roberts reveal the surprising truth about today’s marginal tax rates, the upcoming 2025 sunset, and why legislative risks might be one of the biggest threats retirees face. Taxes are not just a line item. They’re a long-term force that can erode income and derail retirement plans, especially when rules can change overnight. From decades of tax history to modern legislation like the Bipartisan Act of 2015 and Secure Act 2.0, this episode explains why retirement has entered a new era where proactive planning isn't optional—it’s essential. 📌 Want clarity instead of confusion? A Texas Wealth Report provides a comprehensive look at taxes, income, risk, fees, and Social Security so every decision can be made confidently. Schedule a complimentary review and find out whether your retirement plan is prepared for the next decade. —————TIMESTAMPS————— 00:00 – Intro 01:27 – Taxes are in a good place right now, historically 05:05 – Plan for the long-term — don’t react to headlines 09:00 – Call us for your personal Texas Wealth Report 12:40 – Inflation will change your income outlook 19:30 – Summer’s story getting into the industry 22:00 – Schedule a complimentary review 23:40 – Control the controllable 26:10 – What our process looks like/ Outro ================================================================ 📅📅 𝗛𝗮𝘃𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you would like to ask the team at Impact! Partners Financial? Request a visit here: 👇🏻 https://impactpartnersfinancial.com/1... ====================================================================== 🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:    / @impactpartnersfinancial   ================================================================ 📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀 Facebook:   / impactpartnersfinancial   Instagram:   / impactpartnersfinancial   LinkedIn:   / about   #RetirementPlanning #TaxPlanning #TaxStrategy #Inflation #RetirementIncome #SECUREAct #FinancialPlanning #ImpactPartnersFinancial DISCLOSURE: Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.