Your 401(k) balance may not tell the full story if taxes are still waiting inside it. JoePat Roop & Taylor Lee discuss the “tax time bomb” that can come with traditional retirement accounts, future tax uncertainty, Roth conversions, Social Security taxation, and why reviews should cover more than market performance. They also explain how tax planning, income planning, estate planning, Medicare considerations, and risk management all fit into a more complete retirement conversation.

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