A hidden tax break could reshape the way retirees manage their income—and most people don’t even know it exists. On this episode, David Gagnon breaks down the new $6,000 senior deduction, why tax planning matters more than tax filing, and how proactive strategies like Roth conversions and income sequencing can protect long‑term retirement wealth. You’ll also hear real client examples, longevity considerations, and how to build a flexible, forward‑looking retirement plan that adapts to changing laws, markets, and life events.

Help Protect, Preserve, and Expand Your Wealth TODAY! 

Follow us on Social Media: Facebook and LinkedIn!  

A hidden tax break could reshape the way retirees manage their income&mdash;and most people don&rsquo;t even know it exists. On this episode, David Gagnon breaks down the new $6,000 senior deduction, why tax planning matters more than tax filing, and how proactive strategies like Roth conversions and income sequencing can protect long‑term retirement wealth. You&rsquo;ll also hear real client examples, longevity considerations, and how to build a flexible, forward‑looking retirement plan that adapts to changing laws, markets, and life events.
<a href="https://yourfirstfinancialplanners.com/">Help Protect, Preserve, and Expand Your Wealth TODAY!&nbsp;</a>
Follow us on Social Media:&nbsp;<a href="https://www.facebook.com/yourfirstfinancialplanners">Facebook</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/davidjgagnoncpa">LinkedIn!&nbsp;</a>&nbsp;

Need a hand in making your best retirement possible? Join David Gagnon on the Mastering Your Wealth podcast! From taxes to long-term care, Social Security maximization, retirement income planning, and more, David’s show is designed to help educate the community on the important steps for preparing for retirement. David’s goal is to answer your pressing retirement questions and boost your confidence going into retirement.

Need a hand in making your best retirement possible? Join David Gagnon on the Mastering Your Wealth podcast! From taxes to long-term care, Social Security maximization, retirement income planning, and more, David’s show is designed to help educate the community on the important steps for preparing for retirement. David’s goal is to answer your pressing retirement questions and boost your confidence going into retirement.