Latest / Mason Street Retirement Insights
The Hidden Retirement Risk: Taxes and How to Beat Them | Roth Conversions Demystified: Timing, Strategy, and Confidence | Tax-Smart Retirement: Protect Your Lifestyle and Legacy
What if the biggest threat to your retirement isn’t market volatility—but taxes? In this episode, Sean Mason unpacks the complexities of Roth conversions and why timing and strategy matter more than guesswork. From RMDs and widow tax penalties to legislative risk and legacy planning, Sean explains how tax diversification can safeguard your lifestyle and protect your heirs. Plus, discover how fear of spending can sabotage retirement dreams—and why a comprehensive plan can restore confidence. Whether you’re approaching retirement or already there, this episode delivers…
The skinny
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