Getting hit with a tax bill in retirement usually isn’t bad luck—it’s lack of planning. In this episode, Jason Bergey explains why many retirees are surprised by taxes on Social Security, IRAs, and income timing, even after decades of saving. The discussion breaks down the difference between simply filing taxes and proactively planning for them, along with how different income sources are taxed in retirement. Jason also addresses confusion around annuities, guaranteed income strategies, and why understanding how money is withdrawn can make a meaningful difference over time.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

Getting hit with a tax bill in retirement usually isn&rsquo;t bad luck&mdash;it&rsquo;s lack of planning. In this episode, Jason Bergey explains why many retirees are surprised by taxes on Social Security, IRAs, and income timing, even after decades of saving. The discussion breaks down the difference between simply filing taxes and proactively planning for them, along with how different income sources are taxed in retirement. Jason also addresses confusion around annuities, guaranteed income strategies, and why understanding how money is withdrawn can make a meaningful difference over time.
Ready to connect with Jason?&nbsp; Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

When you’re in the retirement redzone, it’s time to get serious about your game plan. Jason Bergey of Pennsylvania Wealth Management has been helping people get to the goal line for more than 20 years. Jason credits his dad, pro football legend Bill Bergey, with passing down great financial lessons and a tough work ethic. And as a husband and father to 4 sons, he’s passing on those lessons to them as well. Have a question for Jason? Drop him an e-mail at www.retirementredzoneradio.com.