Retired and still surprised by a tax bill you didn’t see coming? In this episode, Ryan Herbert breaks down why many retirees continue writing checks to Uncle Sam and what’s often being overlooked along the way. From first-year retirement income surprises to how extra IRA withdrawals can trigger higher taxes on Social Security, the conversation unpacks common misconceptions about taxation in retirement. You’ll hear real-world examples of how income sources like pensions, TSPs, brokerage accounts, and Roth assets are taxed differently, and why withholding “defaults” can fall short.

Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call

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Retired and still surprised by a tax bill you didn&rsquo;t see coming? In this episode,&nbsp;Ryan Herbert breaks down why many retirees continue writing checks to Uncle Sam and what&rsquo;s often being overlooked along the way. From first-year retirement income surprises to how extra IRA withdrawals can trigger higher taxes on Social Security, the conversation unpacks common misconceptions about taxation in retirement. You&rsquo;ll hear real-world examples of how income sources like pensions, TSPs, brokerage accounts, and Roth assets are taxed differently, and why withholding &ldquo;defaults&rdquo; can fall short.
Want to begin building your retirement and tax plan?&nbsp;<a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">Click Here to Schedule a 15-minute Discovery Call</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ X - <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.

Don't miss an episode! Subscribe or follow today!

Schedule your 15-minute Discovery Call here: https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast

Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Schedule your 15-minute Discovery Call here: <a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast</a>
Learn more about the team at Prostatis Financial Advisors Group on their <a href="https://bit.ly/3Fk5BLu">website</a> or on social:&nbsp;<a href="https://www.facebook.com/prostatisgroup">Facebook</a>, <a href="https://bit.ly/3PUO0yN">LinkedIn</a>, <a href="https://bit.ly/3RQ8VWq">Twitter</a> and their NEW <a href="https://bit.ly/46DQxUS">YouTube channel and video podcast</a>.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you.

The Savvy Investor Podcast

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.

Don't miss an episode! Subscribe or follow today!

Schedule your 15-minute Discovery Call here: https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast

Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Schedule your 15-minute Discovery Call here: <a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast</a>
Learn more about the team at Prostatis Financial Advisors Group on their <a href="https://bit.ly/3Fk5BLu">website</a> or on social: <a href="https://www.facebook.com/prostatisgroup">Facebook</a>, <a href="https://bit.ly/3PUO0yN">LinkedIn</a>, <a href="https://bit.ly/3RQ8VWq">Twitter</a> and their NEW <a href="https://bit.ly/46DQxUS">YouTube channel and video podcast</a>.