Retirement Tax Bomb: How to Avoid Paying Too Much in Retirement

Описание: Work with Scott to create a custom Retirement Roadmap for a flat fee. Learn more...
https://socratesfp.com

Many couples assume taxes will drop in retirement — but for millions of retirees, the opposite happens. Required Minimum Distributions, Social Security taxation, Medicare IRMAA surcharges, and poor withdrawal planning can quietly trigger a retirement tax bomb that costs tens or even hundreds of thousands of dollars over time.

In this video, you’ll learn what causes the retirement tax bomb, why so many couples fall into it, and — most importantly — how to reduce taxes before it’s too late.

I help couples create a custom retirement plan with specific actions you can take to manage your finances without the ongoing expense of traditional investment management. Instead, I provide objective advice, education, and an informed second opinion for a flat-fee.

📌 Want help building your own retirement roadmap? Visit [https://socratesfp.com] to schedule a free intro call.

Socrates Financial Planning is a Registered Investment Adviser in the state of Michigan. This video is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation.