🔥 Don't Let Your 401(k) Turn into a Tax Time Bomb!
In this episode of the 9Innings Podcast, I break down the hidden tax traps inside your 401(k). Most people think pre-tax contributions are an automatic win—but the tax bill eventually comes due. We walk through how RMDs, rollover mistakes, and poor documentation can trigger unexpected taxes, higher Medicare premiums, and even push more of your Social Security into the taxable column.
I also share real-life examples of how a simple error—like a tax professional misreporting Form 8606 basis—can cost retirees thousands. This episode is all about avoiding land mines: understanding IRS rules…
The skinny
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