What happens to your retirement plan when lawmakers decide to change the tax rules? In this episode of The Modern Retirement Playbook, Jason Matthews discusses California's proposed billionaire tax and uses it as a springboard for a bigger conversation: the uncertainty of future tax policy. Jason explains why retirees and pre-retirees should focus on tax diversification, the role of Roth accounts, required minimum distributions, Medicare premium surcharges, and Social Security taxation. He also shares common tax planning mistakes and why retirement often brings more tax complexity, not less. When tax laws can change unexpectedly, building flexibility into your retirement strategy may be just as important as growing your savings.

We have a special focus on serving single women age 50+ with at least $250,000 of investable assets — especially those navigating retirement, inheritance, or widowhood. These are pivotal moments where clarity, compassion, and smart tax and retirement planning matter most. Schedule your complimentary consultation today. Visit www.MFIS.biz or call (510) 288-3268 today!

You can also find us on Facebook or LinkedIn.

What happens to your retirement plan when lawmakers decide to change the tax rules? In this episode of&nbsp;The Modern Retirement Playbook, Jason Matthews discusses California's proposed billionaire tax and uses it as a springboard for a bigger conversation: the uncertainty of future tax policy. Jason explains why retirees and pre-retirees should focus on tax diversification, the role of Roth accounts, required minimum distributions, Medicare premium surcharges, and Social Security taxation. He also shares common tax planning mistakes and why retirement often brings more tax complexity, not less. When tax laws can change unexpectedly, building flexibility into your retirement strategy may be just as important as growing your savings.
We have a special focus on serving single women age 50+ with at least $250,000 of investable assets&nbsp;&mdash; especially those navigating retirement, inheritance, or widowhood. These are pivotal moments where clarity, compassion, and smart tax and retirement planning matter most. Schedule your complimentary consultation today. Visit <a href="http://www.MFIS.biz">www.MFIS.biz</a> or call (510) 288-3268 today!
You can also find us on&nbsp;<a href="https://www.facebook.com/GMWA.biz?mibextid=ZbWKwL">Facebook</a> or <a href="https://www.linkedin.com/in/jason-matthews-cltc%C2%AE-tpcp%C2%AE-9a564311?utm_source=share&amp;utm_campaign=share_via&amp;utm_content=profile&amp;utm_medium=android_app">LinkedIn</a>.

It’s gametime for your retirement – what are you calling to help create the future you want? Don’t trot out the same tired plan for your retirement. For a winning retirement strategy, pull from “The Modern Retirement Playbook.”

With “The Modern Retirement Playbook,” financial advisor Jason Matthews takes your planning beyond the portfolio, diving deep into the economic trends and trials that affect your retirement. Listen today for the insight, advice, and entertainment you need to help build the plan you want.

It&rsquo;s gametime for your retirement &ndash; what are you calling to help create the future you want? Don&rsquo;t trot out the same tired plan for your retirement. For a winning retirement strategy, pull from &ldquo;The Modern Retirement Playbook.&rdquo;
With &ldquo;The Modern Retirement Playbook,&rdquo; financial advisor Jason Matthews takes your planning beyond the portfolio, diving deep into the economic trends and trials that affect your retirement. Listen today for the insight, advice, and entertainment you need to help build the plan you want.