Will My Tax Bracket Go UP In Retirement?
Hoffman Wealth Management, LLC
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Will My Tax Bracket Go UP In Retirement?
1 019 просмотров · 2 нед. назад
Hoffman Wealth Management, LLC
543 подписчика
1 019 просмотров · 2 нед. назад
Two households retire with the exact same $1.5 million nest egg, same expenses, and same lifestyle. Twenty years later, one household has paid $100,000 more in taxes than the other.
Why? It has nothing to do with market performance or spending habits—it comes down to the order they took their money out.
In our latest full-length episode of Pre-Retirement Navigated, Will Hoffman breaks down why the standard "textbook" retirement order has a massive blind spot, and how filling your low tax brackets on purpose can save you a fortune over a 20-to-30-year retirement.
We cover:
How to navigate the "three doors" of retirement income (taxable, tax-deferred, and tax-free)
Why waiting until age 73 for RMDs can accidentally force you into a higher tax bracket
Avoiding costly Medicare look-back traps and double-taxation on Social Security
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Connect with Will Hoffman:
http://www.hoffmanwealth.com
(724) 522-5411
will@hoffmanwealth.com
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YouTube: Hoffman Wealth Management: / @hoffmanwealthmanagement