Tax Mistakes New Retirees Make

The Financial Answer with Nathan O’Bryant · Mar 19, 2026 · 15m

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Nobody likes tax season, but for new retirees, it can come with some costly surprises. What worked during your working years doesn’t always translate once the paychecks stop and distributions begin. In this episode, Nathan walks through some of the most common tax mistakes new retirees make and how small decisions can create bigger consequences over time.

Here’s some of what we discuss in this episode:

📊 RMD Basics: Required withdrawals begin in your 70s

⚠️ RMD Mistakes: Ignoring them can trigger penalties

💰 Social…