On this episode of The Ready, Set, Retire Podcast, Steve Anzuoni discusses the critical implications of tax cuts, the complexities surrounding Social Security taxation, and the realities of 401(k) plans as a replacement for pensions. He emphasizes the importance of proactive financial planning, especially as tax season approaches, and offers insights into strategies like Roth conversions and income planning for retirement.
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The Social Security Strategy You’ve Heard About… but Don’t Actually Understand
16:43

The Lobster Story That Reveals a Retirement Truth
13:15

The Hidden Mistake in Most Retirement Plans—and How to Avoid It
15:48