Why Your Social Security Might Be Taxed

Описание: Avoid Retirement Tax Traps That Could Damage Your Golden Years
Are you unknowingly walking into a large retirement tax burden? In this eye-opening episode of Right on the Money, host Dennis Mattern sits down with Erik Bowman, founder of Bowman Financial Strategies and author of The Retirement Tax Revolution. Together, they discuss potential tax traps that could cost retirees thousands—possibly tens of thousands—over their lifetime if ignored.
Erik breaks down what every retiree must know about:
• The Tax Torpedo – How certain income sources can trigger surprise taxes on your Social Security.
• Required Minimum Distributions (RMDs) – Why relying solely on pretax accounts like a 401(k) or IRA could push you into a higher tax bracket—whether you need the money or not.
• The Power of Roth Conversions – How strategic planning in your early retirement years could create significant long-term tax savings.
If you’re retired—or planning to retire soon—this episode delivers practical strategies you can use right now to help keep more of your money and avoid legislative tax risk down the road. And no—it’s not too late to start!
🔍 Watch now to learn:
1. Why traditional saving habits might backfire in retirement
2. How your Social Security could become a tax liability
3. What you could do doing differently to help protect your income
🎯 Thinking you need a guide? Erik offers a no cost, no-pressure consultation you can schedule directly from his website.
👉 Click to watch the full episode and learn ways to help protect your retirement from avoidable tax traps!
#RetirementPlanning #TaxStrategy #RothConversion #RightOnTheMoney #FinancialFreedom #ErikBowman #RetirementTaxRevolution #AvoidTheTaxTorpedo

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