The Retirement Tax Surprises Too Many People Miss

Podcast: The Safe Money Retirement Show · Tim Wood. Certified Financial Fiduciary®

Opublikowano: 2026-04-24

Send us Fan Mail Taxes don’t end when work paychecks stop—they often get more complicated in retirement. In this episode, Tim Wood breaks down why unexpected taxes, required minimum distributions, and Medicare surcharges can catch retirees off guard without proactive planning. The discussion covers retirement tax planning basics, Roth conversions, Social Security timing, and how annuities can fit into an overall income strategy when used with intention. Tim also explains why understanding the purpose of your money matters more than getting lost in fine print, and how simplifying complex decisions can ease stress as retirement appr...