What if the biggest threat to your retirement isn’t market volatility—but taxes? In this episode, Sean Mason unpacks the complexities of Roth conversions and why timing and strategy matter more than guesswork. From RMDs and widow tax penalties to legislative risk and legacy planning, Sean explains how tax diversification can safeguard your lifestyle and protect your heirs. Plus, discover how fear of spending can sabotage retirement dreams—and why a comprehensive plan can restore confidence. Whether you’re approaching retirement or already there, this episode delivers eye-opening insights to help preserve your wealth.

Schedule your complimentary retirement plan discussion with the Mason Street Wealth Management team at 559-892-0002 or go to MasonStreetWealthManagement.com.

Tune into Sean on News Talk 580 and 105.9 KMJ Saturday at 3pm.

Sean is also teaching a Retirement Planning Class at CSU Fresno that is open to the public. Go to the events page to learn more and call the office, if you want to attend. https://masonstreetwealthmanagement.com/events/seminars/

Facebook: https://www.facebook.com/masonstreetwealthmanagement

What if the biggest threat to your retirement isn&rsquo;t market volatility&mdash;but taxes? In this episode, Sean Mason unpacks the complexities of Roth conversions and why timing and strategy matter more than guesswork. From RMDs and widow tax penalties to legislative risk and legacy planning, Sean explains how tax diversification can safeguard your lifestyle and protect your heirs. Plus, discover how fear of spending can sabotage retirement dreams&mdash;and why a comprehensive plan can restore confidence. Whether you&rsquo;re approaching retirement or already there, this episode delivers eye-opening insights to help preserve your wealth.
Schedule your complimentary retirement plan discussion with the Mason Street Wealth Management team at 559-892-0002 or go to MasonStreetWealthManagement.com.
Tune into Sean on <a href="https://www.kmjnow.com/" data-jsarwt="1" data-usg="AOvVaw3sd3lj3XqoeiILNQF4D3e6" data-ved="2ahUKEwi8mqb5obCPAxWn38kDHSGRJz0QFnoECBoQAQ" data-ctbtn="0" data-cthref="/url?sa=t&amp;rct=j&amp;q=&amp;esrc=s&amp;source=web&amp;cd=&amp;ved=2ahUKEwi8mqb5obCPAxWn38kDHSGRJz0QFnoECBoQAQ&amp;url=https%3A%2F%2Fwww.kmjnow.com%2F&amp;usg=AOvVaw3sd3lj3XqoeiILNQF4D3e6&amp;opi=89978449" data-jrwt="1">News Talk 580 and 105.9 KMJ </a>Saturday at 3pm.
Sean is also teaching a Retirement Planning Class at CSU Fresno that is open to the public. Go to the events page to learn more and call the office, if you want to attend.&nbsp;<a href="https://masonstreetwealthmanagement.com/events/seminars/">https://masonstreetwealthmanagement.com/events/seminars/</a>
Facebook: <a href="https://www.facebook.com/masonstreetwealthmanagement">https://www.facebook.com/masonstreetwealthmanagement</a>

Wherever you are on your road to retirement, now Mason Street Wealth Management can come with you! Mason Street Retirement Insights is a convenient new podcast show hosted by Sean Mason where you can get the financial information and professional insights that will help you convert your ideal vision of retirement into an actionable financial plan and investment strategy. 

On each episode, Sean will dive deep into a new and relevant topic in today’s changing retirement climate like investment management insights, insurance planning tips, retirement income strategies, and beyond. Plug in your favorite headphones and press play for informative and entertaining retirement news that can help you build a stronger and healthier financial foundation.

Start streaming now and subscribe to never miss an episode!

Wherever you are on your road to retirement, now Mason Street Wealth Management can come with you! Mason Street Retirement Insights is a convenient new podcast show hosted by Sean Mason where you can get the financial information and professional insights that will help you convert your ideal vision of retirement into an actionable financial plan and investment strategy.&nbsp;
On each episode, Sean will dive deep into a new and relevant topic in today&rsquo;s changing retirement climate like investment management insights, insurance planning tips, retirement income strategies, and beyond. Plug in your favorite headphones and press play for informative and entertaining retirement news that can help you build a stronger and healthier financial foundation.
Start streaming now and subscribe to never miss an episode!

Mason Street Retirement Insights

The Hidden Retirement Risk: Taxes and How to Beat Them | Roth Conversions Demystified: Timing, Strategy, and Confidence | Tax-Smart Retirement: Protect Your Lifestyle and Legacy

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