Here's The Silent Threat That Destroys Retirement Income

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Most retirees believe the stock market is the biggest threat to their retirement. But in my experience, it’s rarely market volatility that causes people to cut back or feel stressed later in life — it’s taxes.

In this video, I explain why taxes are often the silent retirement killer, quietly reducing income year after year without most people realizing it. I walk through how Required Minimum Distributions, Social Security taxation, and Medicare IRMAA surcharges can stack on top of each other — even when your spending hasn’t changed.

You’ll see why two retirees with the same portfolio size can end up with very different lifestyles, simply because one planned for taxes and the other didn’t. We also cover common tax traps retirees fall into and several tax-smart strategies that may help reduce lifetime taxes, depending on your situation.

If you’re within 5–10 years of retirement — or already retired — this video will help you understand why investment returns alone aren’t enough, and why coordinating withdrawals and taxes is just as important as portfolio performance.

If you’d like help building a retirement income plan that considers both investments and taxes, you can book a call with me using the link above.









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