What if the biggest surprise in retirement isn’t how much you’ve saved, but how much you’ll owe in taxes? In this episode, Annetta Carter breaks down why understanding tax rules, Social Security strategies, and inflation is key for protecting your income and legacy. Discover how proactive planning can help you avoid costly mistakes, minimize tax burdens, and keep your family’s future secure. From Roth conversions to capital gains, learn the real-world steps that turn confusion into clarity—so you can enjoy retirement without unwelcome surprises.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

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What if the biggest surprise in retirement isn&rsquo;t how much you&rsquo;ve saved, but how much you&rsquo;ll owe in taxes? In this episode, Annetta Carter breaks down why understanding tax rules, Social Security strategies, and inflation is key for protecting your income and legacy. Discover how proactive planning can help you avoid costly mistakes, minimize tax burdens, and keep your family&rsquo;s future secure. From Roth conversions to capital gains, learn the real-world steps that turn confusion into clarity&mdash;so you can enjoy retirement without unwelcome surprises.
Ready to connect with Annetta and begin building your retirement plan? Visit <a href="https://magnoliafinancialstrategies.com/contact-us/">Magnolia</a> to get started today!
Follow us on social media: <a href="https://www.facebook.com/MagnoliaFinancialStrategies">Facebook</a> | <a href="https://www.linkedin.com/company/magnolia-financial-strategies/">LinkedIn</a>&nbsp;

Annetta Carter of Magnolia Financial Strategies shares her unique insights on the topics, trends, questions, and concerns facing retirees. With decades of experience, Annetta has a passion for helping people get to and through retirement.

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