What happens when the retirement account you spent decades building becomes your biggest tax challenge?

 In this episode of Retirement Readiness Playbook, Kevin and Lauren Geiger break down Required Minimum Distributions (RMDs), the impact of Secure Act 2.0, and why delaying retirement withdrawals could create unexpected tax consequences. They discuss how large IRA and 401(k) balances can affect tax brackets, Medicare premiums, Social Security taxation, and legacy planning. Learn why proactive retirement income planning, Roth conversions, and tax-efficient withdrawal strategies may help retirees keep more of their hard-earned savings. Plus, hear real-life examples of how planning ahead can help avoid costly surprises when retirement transitions from saving money to spending it.

Start Building Your Retirement Readiness Playbook right here The Retirement Readiness Playbook

Or visit the website Geiger Investments

What happens when the retirement account you spent decades building becomes your biggest tax challenge?
&nbsp;In this episode of Retirement Readiness Playbook, Kevin and Lauren Geiger break down Required Minimum Distributions (RMDs), the impact of Secure Act 2.0, and why delaying retirement withdrawals could create unexpected tax consequences. They discuss how large IRA and 401(k) balances can affect tax brackets, Medicare premiums, Social Security taxation, and legacy planning. Learn why proactive retirement income planning, Roth conversions, and tax-efficient withdrawal strategies may help retirees keep more of their hard-earned savings. Plus, hear real-life examples of how planning ahead can help avoid costly surprises when retirement transitions from saving money to spending it.
Start Building Your Retirement Readiness Playbook right here <a href="https://geigerinvestments.com/retirement-readiness-playbook/#get-started">The Retirement Readiness Playbook</a>
Or visit the website <a href="https://geigerinvestments.com/">Geiger Investments</a>

Welcome to Retirement Readiness Playbook, a podcast designed to help individuals, families, and business owners make more confident decisions about retirement and the financial choices surrounding it. Hosted by Kevin and Lauren Geiger, co-founders of Geiger Investments, each episode features clear discussions around topics like wealth management, retirement planning, estate planning, tax considerations, women’s investing, personal insurance, and long-term goals.

With decades of experience, Kevin and Lauren look beyond investments alone to help you understand how different parts of a financial plan can work together to create a retirement strategy designed to help you reach your goals. Join them for each new episode to get practical guidance and professional perspectives so you can feel more prepared for the future.

Welcome to Retirement Readiness Playbook, a podcast designed to help individuals, families, and business owners make more confident decisions about retirement and the financial choices surrounding it. Hosted by Kevin and Lauren Geiger, co-founders of Geiger Investments, each episode features clear discussions around topics like wealth management, retirement planning, estate planning, tax considerations, women&rsquo;s investing, personal insurance, and long-term goals.
With decades of experience, Kevin and Lauren look beyond investments alone to help you understand how different parts of a financial plan can work together to create a retirement strategy designed to help you reach your goals. Join them for each new episode to get practical guidance and professional perspectives so you can feel more prepared for the future.