Tax Mistakes New Retirees Can’t Afford to Make

Phil's Tax Hacks · Mar 5, 2026 · 16m

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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. Phil 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 some of what we discuss in this episode:

💡 Future Tax Shock – RMDs can spike taxes

📆 RMD…