Could future tax changes have a bigger impact on your retirement than market volatility? In this episode, Jon Hicks discusses how evolving tax laws can affect long-term retirement planning and why proactive tax analysis remains an important part of a retirement strategy. Using a proposed New York property tax as an example, John explores how government policies can change over time and what retirees should consider when evaluating tax-deferred accounts, legacy goals, and future income needs. The conversation focuses on the value of planning ahead and staying adaptable as tax rules and financial circumstances evolve.
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