Retirement Tax Traps Explained: RMDs, Roth Conversions, and the Widow’s Penalty
Retirement planning is about more than hitting a number. In Episode 39 of Retire and Thrive, Cody and the team break down retirement taxes, required minimum distributions (RMDs), Roth conversions, Social Security timing, the widow’s penalty, and retirement income planning. Through real client stories, they explain why some people can retire sooner than expected, how tax traps can derail a plan, and why the best retirement strategy starts with a clear picture of the life you want to live.
(00:00) Welcome and episode setup(00:58) Why taxes drive retirement(04:12) Retire sooner than…
The skinny
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