Latest / Mason Street Retirement Insights
The Tax Trap That Could Derail Your Retirement
What if the biggest threat to your retirement isn’t market volatility—but taxes? In this episode, Sean Mason breaks down the complexities of Roth conversions and why timing and strategy matter more than common sense. From RMDs and widow tax penalties to legislative risk and legacy planning, Sean explains how tax diversification can protect your lifestyle and your heirs. Plus, hear how fear of spending can sabotage retirement dreams and how a comprehensive plan can restore confidence. Whether you're nearing retirement or already there, this episode offers eye-opening insights into…
The skinny
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