Retirees BEWARE of These 9 Costly Tax Mistakes!

Are you a retiree looking to maximize your hard-earned savings? Avoid these 9 costly tax errors that could be draining your retirement funds! From misunderstood tax deductions to incorrect Social Security calculations, we'll reveal the most common tax mistakes retirees make and provide expert tips on how to avoid them. Don't let tax errors hold you back from enjoying your golden years. Watch now and take control of your financial future!

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⏰ Time Stamps ⏰
0:00 The Set Up
1:17 Required Minimum Distribution
2:11 Differing Tax Accounts, Differing Tax Rates
3:03 Taxing of Social Security
3:49 State Taxes
4:29 Investment Taxes
5:04 Roth Conversions
5:46 Qualified Charitable Distributions
6:16 Healthcare
6:45 Estate Taxes
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Hey there! I'm Trena, and this channel is all about reimagining what's possible in retirement. What if I told you that you could retire comfortably with half of what the "experts" say you need? I did it at 59 with $500K, and I'm here to show you exactly how I'm making it happen.

This isn't your parents' retirement – it's a whole new playbook for living boldly and spending smart.

Every week, I'll share the strategies, hacks, and mindset shifts that make it possible to thrive in retirement with a modest savings. You'll get real, practical smart money strategies that let you sleep at night and build a life that lights you up!
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✋Disclaimer: The content on this channel reflects my personal opinions and is for informational and inspirational purposes only. I am not a financial advisor. Please consult a financial professional to determine what’s best for you and conduct your own research regarding any information shared here or on other channels.

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