The Tax Surprise That Could Derail Your Retirement
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The Tax Surprise That Could Derail Your Retirement
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About this listen
What’s the biggest surprise in retirement? Taxes. In this episode, Damon Roberts and Matt Deaton reveal how 31% of every retirement dollar may go to taxes—and why that number could climb. Learn how Roth conversions, Social Security timing, and smart income strategies can help you keep more of what you’ve saved. Plus, hear real stories of retirees gaining confidence to spend, adjust their income, and create lasting memories—all backed by a comprehensive plan that protects against market downturns and rising costs.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
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