Is your retirement plan ready for the tax surprises and market swings ahead? This episode of Retirement Red Zone with Jason Bergey breaks down the three tax areas retirees can’t afford to ignore—income, gifts, and property—and explains how smart planning can keep more money in your pocket. Learn why understanding what’s truly taxable, balancing risk and growth, and acting before the next market downturn are crucial for protecting your nest egg. Discover how to avoid common mistakes and build a resilient retirement strategy.

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