Think retirement means tax-free living? Think again.
This episode, Jim Cipriotti unpacks the often-overlooked tax traps that can shrink your nest egg, from Social Security and pensions to IRAs and 401(k)s. He breaks down how different income streams are taxed and explains why planning is more important than ever. Plus, discover how tax planning software can help you see the full picture and make smarter decisions. If you want to keep more of what you’ve earned, this conversation is your roadmap to understanding the rules and strategies that can make a real difference.
Tune in every Saturday at 9:00 AM and Sunday at 5:00 PM ET on WPHT. Powered by Retire Ready Financial Group.
For more information and to schedule a complimentary consultation with Jim Cipriotti, visit www.RetireReadyFG.com.