The Tax Trap: Why Your 401k Isn't All Yours

Podcast: Retire Well · Josh Bretl

Opublikowano: 2026-03-21

Retirement used to be simpler when everyone had a pension. Today, we are living in a world of IRAs and 401k plans, which means you are now in a partnership with Uncle Sam that you might not have signed up for. This week on Retire Well, Josh Bretl explains why taxes are the single biggest variable in your retirement success. We discuss the hidden taxes that surprise many families, like the 10 year rule for inherited IRAs and the single filer tax hike that hits after losing a spouse. Whether you are...