Taxes, Social Security, and retirement income collide in ways most people don’t see coming. On this episode Eric Hutter unpacks major tax-law changes affecting retirees, explain how new deductions may reshape filing decisions, and walk through updated Social Security rules for those still working. Eric also dives into income-focused retirement planning, withdrawal sequencing, and why guaranteed income matters more than market performance in retirement. The episode closes with a candid look at estate planning and how clear family communication can prevent conflict during the transfer of wealth.

Get Your Retirement Kit TODAY!