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Many retirees are surprised to learn they may be paying more in taxes than they expected, sometimes without realizing why. In this episode, financial professional Brigette Engstrom breaks down how taxes work in retirement and why common assumptions about lower tax brackets can miss the mark. The conversation explores three often-overlooked areas where taxes can add up, including capital gains, Roth conversion timing, and Medicare IRMAA surcharges. Brigetet also shares how income sequencing, withdrawal timing, and the thoughtful use of tax-advantaged accounts can play a role in retirement income planning. If you want a clearer understanding of how different income sources interact with taxes in retirement, this discussion offers practical explanations and planning considerations to help you make more informed decisions.

Visit www.bluemonarchfinancial.com for more details, to see upcoming events, and to book a complimentary consultation with Brigette Engstrom and the team at BlueMonarch Financial.

Many retirees are surprised to learn they may be paying more in taxes than they expected, sometimes without realizing why. In this episode, financial professional Brigette Engstrom breaks down how taxes work in retirement and why common assumptions about lower tax brackets can miss the mark. The conversation explores three often-overlooked areas where taxes can add up, including capital gains, Roth conversion timing, and Medicare IRMAA surcharges. Brigetet also shares how income sequencing, withdrawal timing, and the thoughtful use of tax-advantaged accounts can play a role in retirement income planning. If you want a clearer understanding of how different income sources interact with taxes in retirement, this discussion offers practical explanations and planning considerations to help you make more informed decisions.
Visit <a href="https://bluemonarchfinancial.com/">www.bluemonarchfinancial.com</a> for more details, to see upcoming events, and to book a complimentary consultation with Brigette Engstrom and the team at BlueMonarch Financial.

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform.  Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.

On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey.  Whether your retirement is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform.&nbsp; Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish. On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey.&nbsp; Whether your retirement is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

Retirement Readiness

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform. Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.

On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey. Whether your retirement strategy is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform. Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.
On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey. Whether your retirement strategy is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.