What 59% of Retirees Wish They'd Known About Taxes

Unlock the secrets most retirees wish they'd known about taxes before leaving the workforce. This episode cuts through the confusion and dives into smart, proactive tax planning for your retirement years. Join Jake and Nick for essential strategies and eye-opening insights that could safeguard your nest egg. Here's what we discuss in this episode: 📊 Survey Insights – Why retirees underestimated tax impact 💰 Social Security Taxes – Were benefits taxed more than expected? ⏰ RMDs – Required withdrawals may be triggering higher taxes 🏥 Medicare Premiums – Income pushing healthcare costs higher 🔁 Roth Strategies – Conversions to manage future tax bills 📬 Mailbag Minute – Quick answers to common tax questions   Our website: https://johnsonbrunetti.com/ Phone: 800-208-7233 Contact our team: https://johnsonbrunetti.com/contact-us/   Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/ Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/   Check us out on YouTube: https://bit.ly/3CcAzai