Surprise tax bills can hit hardest after retirement, and many federal employees never see them coming. In the last installment of this short 3-part series, Tayvon breaks down how multiple income streams like FERS pensions, Social Security, TSP withdrawals, and future RMDs can unintentionally stack together and push retirees into higher tax brackets and Medicare premiums. He explains why traditional TSP savings may create a delayed tax problem, how lack of tax diversification leads to costly surprises, and what retirees can do to regain control.

Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com. Tayvon Jackson, with extensive experience in financial planning and wealth management, is dedicated to helping individuals navigate their retirement journey with confidence.