What if your biggest retirement risk isn’t the market, but your tax bill? Damon Roberts and Matt Deaton break down a real-life scenario where a massive IRA triggers a tax dilemma, revealing how overlooked tax planning can impact anyone’s nest egg. From Roth conversions to year-end strategies, discover why today’s low tax rates are a window of opportunity—and how even small moves can make a big difference. Plus, hear why complacency in a strong market could cost you more than you think.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

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What if your biggest retirement risk isn&rsquo;t the market, but your tax bill? Damon Roberts and Matt Deaton break down a real-life scenario where a massive IRA triggers a tax dilemma, revealing how overlooked tax planning can impact anyone&rsquo;s nest egg. From Roth conversions to year-end strategies, discover why today&rsquo;s low tax rates are a window of opportunity&mdash;and how even small moves can make a big difference. Plus, hear why complacency in a strong market could cost you more than you think.
For more information or to schedule a consultation, call 480-680-6868 or visit&nbsp;<a href="https://www.successinthenewretirement.com">www.successinthenewretirement.com</a>!
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Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com.

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