EPISODE · Jan 21, 2026 · 9 MIN
How Tax Deferal can become a Trap in Retirement
from On Course Financial - Charting your Financial Future · host Chris Brumlow
The podcast explores the deceptive appeal of tax deferral, the hidden assumptions and traps associated with it, and the impact of RMDs, Medicare premiums, and Social Security taxation on retirement income. It emphasizes the power of pre-retirement planning and the importance of understanding taxation and choices.TakeawaysTax deferral can be deceptive and lead to unexpected financial challenges in retirement.Pre-retirement planning and understanding taxation are crucial for effective retirement income management.Chapters00:00 The Deceptive Appeal of Tax Deferral05:22 Retirement Income and Tax Sequencing
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How Tax Deferal can become a Trap in Retirement
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