The Tax Time Bomb You Never Saw Coming

Many retirees and business owners don’t realize how much of their savings are sitting in a future tax trap. In this episode, Matthew Johnson of Johnson Wealth and Income Management explains how pre-tax accounts, like 401(k)s and IRAs, can quietly grow into massive tax liabilities, and what you can do now to help protect your retirement income and legacy.

🎯 In this video, you'll learn:
• Why pre-tax savings can turn into a “tax time bomb”
• The real cost of Required Minimum Distributions (RMDs)
• How tax laws affect your spouse and heirs after you pass
• Strategies to help reduce taxes with Roth conversions and planning

Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, help to avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement.

Johnson Wealth and Income Management is committed to educating its clients and the community through workshops on topics related to more conservative investment alternatives.

Website: https://www.johnsonwim.com/

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.