Clearwater Retirement PodcastClearwater Retirement Podcast

One Costly Tax Decision & Retirement Planning Before Year End | Why 59 and a Half is an Important Age & Common Tax Traps

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On this week’s episode:

  • Could one overlooked tax decision today cost you thousands in retirement tomorrow? 
  • Michael Masor discusses why retirement planning should start well before year-end and how small decisions can create long-term ripple effects. 
  • Learn how longevity, healthcare expenses, and long-term care costs can impact retirement income. 
  • Discover why age 59½ is an important milestone for retirement account planning. 
  • Michael explains common retirement tax traps, including Social Security taxation, RMDs, Medicare surcharges, and inheritance planning. 
  • Plus, why every retirement plan should reflect your unique financial goals, not someone else’s.

Head down your Clear Path to Retirement with Michael today!

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Clearwater Retirement Podcast

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