The Retirement Bullpen with Richard WarnerThe Retirement Bullpen with Richard Warner

The Jock Tax Effect: Why Retirement Taxes Catch People Off Guard

View descriptionShare
 

The Retirement Bullpen with Richard Warner

Are you ready to bring in your retirement closer? Then dial up The Retirement Bullpen! With The Retirement Bullpen, hosts Richard Warner and Jeff Mil 
43 clip(s)
Loading playlist

A Super Bowl win can come with a six‑figure tax bill—and that surprise isn’t limited to pro athletes. Using California’s “jock tax” as a real‑world example, this episode explores how unexpected taxes can surface later in life. Host and retirement advisor, Richard Warner, unpacks how required minimum distributions can turn once‑tax‑free Social Security into taxable income, trigger higher Medicare premiums, and create ripple effects retirees don’t always anticipate. The conversation walks through real scenarios involving lump‑sum withdrawals, debt payoff decisions, and the timing of tax planning conversations as retirement approaches.

Book your complimentary appointment with Richard and his team on warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

Follow Warner Financial on Facebook

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

The Retirement Bullpen with Richard Warner

Are you ready to bring in your retirement closer? Then dial up The Retirement Bullpen! With The Ret 
Social links
Follow podcast
Recent clips
Browse 43 clip(s)