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Podcast: Digging In
Episode: The Tax Trap Retirees Don’t See Coming - Digging In - Rooted Wealth Advisors
Description: In this episode of Digging In, host John Savarino sits down with Alexa Blochowski, Operations Specialist, to uncover one of the most overlooked risks in retirement: taxes.Many people assume their tax burden will decrease once they stop working, but the reality is often more complex. Alexa walks through the ways that retirement income is taxed differently, how Required Minimum Distributions (RMDs) can unexpectedly increase income, and why Medicare premiums can be impacted by your tax strategy.They also discuss the concept of “Roth conversion window years” and how proactive planning can help avoid costly surp...