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Tax Mistakes New Retirees Make

EPISODE · Mar 26, 2026 · 21 MIN

Tax Mistakes New Retirees Make

from Financial Flight Plan Podcast · host Tim Estes

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.   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

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Tax Mistakes New Retirees Make

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