The Tax Freight Train

Billie and Mark Elliott take on a part of retirement most people underestimate: taxes. The common assumption is that you'll be in a lower bracket once you retire, but between tax-deferred accounts, future rate changes, and required withdrawals, Billie argues the bill can be bigger than expected. They walk through why the years around retirement can be a window to convert tax-deferred savings to Roth, the trade-offs of paying tax now versus later, and why a tax strategy belongs alongside your income and investment plans rather than as an afterthought. About the show The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning. Connect with us To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM. Peace of Mind for the Miles Ahead. Disclosures Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.