Tax Mistakes New Retirees Make - Mondays With Matt Podcas...

What this episode covers

Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today we're looking at some of the biggest tax mistakes retirees make as discussed in a recent Kiplinger article and whether these match what we see in the real world. Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

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Frequently Asked Questions

How long is this episode of Mondays With Matt Podcast?

This episode is 19 minutes long.

When was this Mondays With Matt Podcast episode published?

This episode was published on March 12, 2026.

What is this episode about?

Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today we're looking at...

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