7 Biggest Tax Traps To Avoid in Retirement

Like what you hear? Here are some ways I can help: 👉 Schedule a call to work with me here: https://go.bondstocksfinancial.com/ta... 👉 Watch the Video on A Trillion Dollar Asset Class For Income Seeking Investors: https://go.bondstocksfinancial.com/mo... Chapters: 00:00 - Introduction 02:03 - Trap 1: Assuming Taxes Will Fall in Retirement 03:53 - Trap 2: Treating All Accounts as Equal 05:25 - Trap 3: Withdrawing Funds in the Wrong Order 06:56 - Trap 4: Forgetting Social Security Can Be Taxable 08:05 - Trap 5: Ignoring Required Minimum Distributions (RMDs) 10:01 - Trap 6: Converting Too Much to a Roth Account 12:16 - Trap 7: Making Tax Decisions One Year at a Time 13:49 - Conclusion