Are you unknowingly giving away half of your retirement savings? Many hardworking individuals face higher taxes in retirement than during their working years, diminishing their carefully saved funds. This episode delves into the reality that despite earning a tax break when investing in 401ks or IRAs, retirees often encounter higher tax brackets, resulting in significant losses.

Jon explains the concept of asset location and tax shifting, offering strategies to optimize your savings and reduce future tax liabilities. Whether it’s repositioning assets annually or utilizing trusts to ensure your children don’t lose half their inheritance to taxes, there are practical solutions to safeguard your wealth.

Visit RetirementSolutionShow.com to get a look at your tax plan today!