When Carlos Alcaraz won the US Open, he didn’t just win a trophy…he also got a crash course in taxes. In this episode of Bridging the Gap, host and financial advisor Lynn Bridges unpacks how retirement planning is a game of strategy, especially when Uncle Sam is always on the court. From tax diversification and Roth conversions to capital gains and estate planning, Lynn shares real-world insights on how to navigate the tax maze without falling into common traps. Whether you are decades from retirement or already drawing Social Security, this episode offers a clear-eyed look at what it really means to plan ahead.

Book your complementary appointment to learn your retirement score and how Bridges Wealth Preservation can help at BridgesWealthPreservation.com or call 435-674-1037.

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