Retirement Solutions - The Podcast
Unpacking Common Retirement Challenges (Ep. 3)
Did you know that the average retired couple could end up paying hundreds of thousands of dollars in taxes on their retirement savings?
Join Ryan Thacker and Tyson Thacker, as they introduce us to Bob and Carol—representative avatars of the thousands of families they’ve helped navigate retirement through their B.O.S.S. Retirement Blueprint. Gain insights into how personalized retirement planning can not only address but mitigate the significant tax burdens that could impact your golden years. Learn through the example of Bob and Carol’s the importance of tax planning, and how small adjustments today can save significant sums tomorrow!
Ryan and Tyson discuss:
- The characters of The B.O.S.S. Retirement Blueprint, and share insights on their retirement challenges
- How personal passions and family time shape retirement goals
- The impact of taxes on retirement accounts and strategies to minimize them
- The differences between tax preparation and tax planning
- And more
Resources:
- The B.O.S.S. Retirement Blueprint
- Social Security Administration: How is Social Security financed?
- IRS: RMD’s
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