What if a single shift in your income pushed you into higher taxes, Medicare surcharges, or lost deductions? Bryan Gaiser breaks down why tax‑aware planning is essential in retirement and how decisions like Roth conversions, QCDs, and income timing can influence your long‑term financial picture. He explains common misunderstandings around deductions, IRMAA thresholds, and retirement income tools, sharing real‑world examples that highlight why strategy—not guesswork—matters. It’s an insightful look at how your choices today can shape the flexibility you have tomorrow.

Schedule your complimentary appointment today:gaiserfinancial.com

 

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Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI. 

What if a single shift in your income pushed you into higher taxes, Medicare surcharges, or lost deductions? Bryan Gaiser breaks down why tax‑aware planning is essential in retirement and how decisions like Roth conversions, QCDs, and income timing can influence your long‑term financial picture. He explains common misunderstandings around deductions, IRMAA thresholds, and retirement income tools, sharing real‑world examples that highlight why strategy&mdash;not guesswork&mdash;matters. It&rsquo;s an insightful look at how your choices today can shape the flexibility you have tomorrow.
Schedule your complimentary appointment today: <a href="https://gaiserfinancial.com/">gaiserfinancial.com</a>
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Follow us on social media: <a href="https://www.facebook.com/GaiserFinancialGroup">Facebook</a> | <a href="https://www.linkedin.com/company/gaiser-financial-group/">LinkedIn</a>
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Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI.&nbsp;

Learn valuable retirement planning strategies from financial advisor Bryan Gaiser in Greater Greensboro, NC. We cover all the retirement planning topics that keep you up at night: Investing, taxes, market volatility, and estate planning. Bryan will help you feel prepared, safe, and empowered for your retirement journey.