Think you know how taxes work in retirement? Think again. In this episode, Brigette Engstrom unpacks the often-misunderstood world of retirement taxation—where tax brackets aren’t always what they seem, and income sources like Social Security, pensions, and investments can trigger unexpected consequences. She breaks down how tax-free income options and proactive planning can make a real difference, and why ongoing strategy—not one-time decisions—is key to keeping more of what you’ve earned. It offers a candid look at the financial realities that many retirees overlook.

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