Your IRA may be large, but how much of it could eventually belong to the IRS? JoePat Roop and Taylor Lee unpack forward-looking tax strategy, Roth conversions, Medicare surcharges, Social Security, inflation, and the limits of relying on historical market charts. They explain why investment growth alone is not a retirement plan and how income, risk, taxes, and estate considerations can interact. The conversation also explores what becoming a “middle-class millionaire” may mean when retirement withdrawals and future expenses enter the picture.

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