Latest / The Pilot’s Advisor Podcast
Tax Mistakes New Retirees Make
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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…
The skinny
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