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Why Your Social Security Might Be Taxed

Avoid Retirement Tax Traps That Could Damage Your Golden Years Are you unknowingly walking into a large retirement tax burden? In this eye-opening episode of Right on the Money, host Dennis Mattern sits down with Erik Bowman, founder of Bowman Financial Strategies and author of The Retirement Tax Revolution. Together, they discuss potential tax traps that could cost retirees thousands—possibly tens of thousands—over their lifetime if ignored. Erik breaks down what every retiree must know about: • The Tax Torpedo – How certain income sources can trigger surprise taxes on your Social Security. • Required Minimum Distributions (RMDs) – Why relying solely on pretax accounts like a 401(k) or IRA could push you into a higher tax bracket—whether you need the money or not. • The Power of Roth Conversions – How strategic planning in your early retirement years could create significant long-term tax savings. If you’re retired—or planning to retire soon—this episode delivers practical strategies you can use right now to help keep more of your money and avoid legislative tax risk down the road. And no—it’s not too late to start! 🔍 Watch now to learn: 1. Why traditional saving habits might backfire in retirement 2. How your Social Security could become a tax liability 3. What you could do doing differently to help protect your income 🎯 Thinking you need a guide? Erik offers a no cost, no-pressure consultation you can schedule directly from his website. 👉 Click to watch the full episode and learn ways to help protect your retirement from avoidable tax traps! #RetirementPlanning #TaxStrategy #RothConversion #RightOnTheMoney #FinancialFreedom #ErikBowman #RetirementTaxRevolution #AvoidTheTaxTorpedo Subscribe to the ROTM Channel:    / @rightonthemoneyshow   For Erik Bowman & Bowman Financial Strategies: https://www.bowmanfinancialstrategies... Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities. Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investing involves risk, including possible loss of principal. Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency, and do not provide tax or legal advice. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.