Tax Mistakes New Retirees Make

Описание: ✈️ Retire Pilots the Right Way!
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Nobody likes tax season, but for new retirees, the rules can feel completely different. Income changes, required withdrawals begin, and decisions that once lowered taxes can create bigger bills later. Ryan unpacks some of the most common retirement tax mistakes and how they show up in real life. A little forward planning can make a dramatic difference over the long run.

Here’s what we cover in this episode:
💸 Retirement Taxes: Many retirees underestimate taxes in the distribution phase
🧾 Tax-Deferred Reality: 401(k) withdrawals count as taxable income
📉 Withdrawal Taxes: Large income needs can create major tax bills
🧠 Tax Planning Myth: Smart strategies aren’t just for the wealthy
🟣 Roth 401(k) Confusion: Many investors misunderstand contribution rules

0:00 – Intro
1:07 – Tax Season
2:26 – Tax-Deferred Money
3:17 – Tax Planning is For Everyone
4:45 – Ignoring Upcoming RMDs
8:12 – Roth Conversions
11:38 – Social Security Taxes
15:52 – Legacy & Estate Planning

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