Could taxes be the biggest expense standing between you and the retirement lifestyle you envision? Steve Hoyl discuss why many retirees focus on growing their savings but overlook the distribution phase, where tax strategy, income planning, and inflation can significantly impact long-term financial outcomes. They explore Roth conversions, the value of dependable income sources, common retirement planning mistakes, and why thinking beyond traditional retirement rules may create more flexibility. The conversation also highlights the importance of balancing growth, liquidity, and tax efficiency as you prepare for and live in retirement.

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