What if the biggest threat to your retirement isn’t the market, but your taxes? In this episode, Kelton breaks down how different income streams—IRAs, Roth accounts, brokerage investments, annuities, and Social Security—are all taxed in unique ways that can quietly drain your nest egg. You’ll hear why required minimum distributions can complicate even the best‑laid plans, and how strategies like Roth conversions or timing withdrawals may help reduce tax strain.

Click here to schedule an appointment with Kelton and his team or call 724-766-8853.

Listen to Kelton every Saturday at 10:30 AM on WJAS.

What if the biggest threat to your retirement isn&rsquo;t the market, but your taxes? In this episode, Kelton breaks down how different income streams&mdash;IRAs, Roth accounts, brokerage investments, annuities, and Social Security&mdash;are all taxed in unique ways that can quietly drain your nest egg. You&rsquo;ll hear why required minimum distributions can complicate even the best‑laid plans, and how strategies like Roth conversions or timing withdrawals may help reduce tax strain.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.
Listen to Kelton every Saturday at 10:30 AM on <a href="https://1320wjas.com/">WJAS</a>.

Now that you’re approaching retirement, it’s time to get your cut of the pie. But it’s not as simple as taking a slice out of the fridge. You need to make sure you have the right tool for the job – and that you’re taking as much as you need.

A Slice of Advice with Kelton Burgess, the podcast from Cranberry Wealth financial advisor Kelton Burgess, is your recipe for retirement. From in-depth financial analyses and long-term thinking to the day-to-day developments that affect your bottom line, A Slice of Advice is the cream of the podcasting crop. Listen and subscribe today to start making your retirement planning easy as pie!

Now that you&rsquo;re approaching retirement, it&rsquo;s time to get your cut of the pie. But it&rsquo;s not as simple as taking a slice out of the fridge. You need to make sure you have the right tool for the job &ndash; and that you&rsquo;re taking as much as you need.
A Slice of Advice with Kelton Burgess, the podcast from Cranberry Wealth financial advisor Kelton Burgess, is your recipe for retirement. From in-depth financial analyses and long-term thinking to the day-to-day developments that affect your bottom line, A Slice of Advice is the cream of the podcasting crop. Listen and subscribe today to start making your retirement planning easy as pie!