Retirement should be a period of financial freedom, not fiscal anxiety.
In this episode, we confront the often-intimidating world of retirement taxes head-on, demystifying the major "tax bombs" you absolutely need to understand.
Learn how your income interacts with tax brackets, Roth conversions, Social Security, and Medicare charges. We'll provide actionable strategies to help you make smarter decisions, protect your hard-earned retirement income, and minimize your tax burden for a more secure financial future.
Sign up for the newsletter here.
You can find show notes, resources and more at www.aquilawealth.com.
Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.