The Retirement Tax Trap and How to Dodge It
Finances don’t have to be scary—even on Halloween. 🎃 In this episode, Dan and Cami break down Roth IRAs vs. pretax 401(k)/403(b), the power of Roth conversions, effective vs. marginal tax rates, and how to avoid the “retirement tax trap.” Learn when Roth contributions make sense, why your future self will thank you for balance across tax buckets, and a simple way to check your current bracket at home.Chapters below 👇 Have a question? Drop it in the comments—we may feature it next week.🔔 Subscribe for weekly episodes: purpose, wealth, confidence.
0:00 Control Your Tax Bracket in Retirement…
The skinny
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