Roth Moves, Tax Traps & Annuities: What Retirees Are Asking Now

What if the biggest threats to your retirement aren’t market swings, but the taxes waiting for you later? In this episode, Mark, Amber, and Houston unpack the often‑overlooked tax traps that can reshape your financial future. The conversation explores how strategic moves like Roth conversions may reposition your long‑term tax exposure, why many retirees misunderstand how their income will be taxed, and how thoughtful planning can help reduce surprises down the road. We also dive into the rising interest in annuities, what’s driving it, what they can offer, and the concerns that deserve a closer look. Rather than promoting one-size-fits-all solutions, the discussion encourages listeners to approach retirement with clarity, curiosity, and informed decision-making. Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737 or click here to visit their website.  See omnystudio.com/listener for privacy information.