The 401(k) Tax Trap that Completely Changes Retirement скачать в хорошем качестве

The 401(k) Tax Trap that Completely Changes Retirement

🚨 Want Retirement clarity? Book your FREE Retirement clarity call with MOKAN Wealth today 👉 https://www.mokanwealth.com/get-started Got $1M+ in a 401k or IRA? Congrats, but a tax time bomb may be lurking. Learn how to keep more of what you saved with clear, action‑focused tax planning. Megan Ramshaw, CFP at Mokan Wealth, breaks down the seven hidden tax hits many high savers face: IRMAA surcharges, RMDs, Social Security taxes, the surviving spouse tax trap, the 3.8% NIIT, state taxes, and double taxation on after‑tax contributions. See when Roth conversions make sense, how tax diversification works, and what questions your adviser should be asking. What you’ll learn: Why $1M+ in pre‑tax accounts needs a different plan How RMDs and Medicare premiums can snowball Smart use of Roth conversions in your 60s How to lower your lifetime tax bill, not just this year Subscribe for more retirement tax strategies, or use the link to talk with our team about a tax‑smart plan.