Latest / TaylorMade Retirement with Taylor Demars, CFP®
Your Retirement Claiming Strategy is Probably Backwards (Here's Why)
Most people with a 401k, Social Security, and pension claim them in the order that feels safest — but that sequence can quietly cost six figures in taxes you never needed to pay.
Taylor breaks down the three tax traps that punish you for claiming in the wrong order, why the conventional sequence is backwards, and the phased strategy that can save you $100,000+ over your retirement — while still protecting you if life doesn't go according to plan.
📌 TOPICS COVERED
→ How 401k withdrawals trigger hidden taxes on your Social Security benefits
→ The provisional income formula and why thresholds…
The skinny
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