What if your retirement account could trigger a larger tax bill than you expected? In this episode, Brandon Bowen explains how required minimum distributions (RMDs) can affect taxable income, Social Security taxation, and Medicare premiums. He discusses why retirees with significant balances in tax-deferred accounts may face unexpected tax consequences and shares how Roth conversions can be evaluated as part of a broader retirement income and tax planning strategy.
Like what you hear? Get a second opinion today: bowenwealth.com

Are Your Retirement Savings Setting You Up for a Tax Surprise?
09:25

What Should You Do With an Unexpected Inheritance?
10:55

Could One Market Drop Change Your Retirement Plans?
10:37