The 3 Biggest Tax Mistakes I See Retirees Make

Are you unknowingly paying more in taxes than you need to in retirement? Learn how to avoid three of the most common and costly tax mistakes retirees make—so you can keep more of your income and do more with your retirement.

These are strategies your neighbor might already be using—don’t get left behind. Watch now to create more after-tax income and make the most of your retirement years.

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⏱Timestamps:⏱
0:00 - Unaware of tax gain harvesting
1:48 - Example case study
5:42 - Goal: minimize lifetime tax liability
6:32 - Avoid SS tax torpedo
7:45 - Example case study
10:15 - How the SS tax torpedo happens
13:45 - Converting the wrong amount into Roth
16:39 - The power of a tax strategy
18:17 - Wrap-up