The Dirty Dozen: Dodging Retirement Tax Scams

Are you sure your retirement nest egg is safe from scam artists and tax traps? In this episode of Coasting Into Retirement, Gary Marriage and Louann Fulmer dive into the IRS's infamous "Dirty Dozen" – the tax scams targeting folks just like you. From sneaky emails promising instant riches to fake charities tugging your heartstrings (and your wallet), Gary shares eye-opening stories and practical tips that could save you thousands.But that's just the beginning! Tune in as the team explores misguided social media advice, clever ways to leave your loved ones a tax-free legacy, and the real difference between tax planning and tax prep. Plus, stay until the end for a lightning round of personal questions that reveal Gary’s lighter side. Get ready for laughs, surprises, and actionable advice—you won’t want to miss a minute!Thanks for joining us on Coasting into Retirement with Gary Marriage Jr., President and CEO of Nature Coast Financial. Each week, Gary shares his expertise to help you create a stable, confident retirement. Tune in Sundays at 8:00 and 8:30 on WWJB and at 8:00 on WXJB for reliable guidance from one of Florida’s trusted retirement advisors. For more information and personalized retirement planning resources, visit naturecoastfinancial.com.