080: The Tax Trap: Why Your 401k Isn't All Yours

Retirement used to be simpler when everyone had a pension.Today, we are living in a world of IRAs and 401k plans, which means you are now in a partnership with Uncle Sam that you might not have signed up for.This week on Retire Well, Josh Bretl explains why taxes are the single biggest variable in your retirement success.We discuss the hidden taxes that surprise many families, like the 10 year rule for inherited IRAs and the single filer tax hike that hits after losing a spouse.Whether you are two years out from your target date or already enjoying your free time, it is time to stop looking in the rearview mirror with tax prep and start looking ahead with tax planning.We also answer your questions about co-signing student loans and why a second opinion on your finances might be the key to marital harmony.Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.

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This episode is 52 minutes long.

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This episode was published on March 21, 2026.

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