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!

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&rsquo;t afford to ignore&mdash;income, gifts, and property&mdash;and explains how smart planning can keep more money in your pocket. Learn why understanding what&rsquo;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?&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.

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