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Tax Traps That Can Eat In To Your Retirement Income


The forgotten cost in almost every retiree's retirement withdrawal plan... Uncle Sam's (the government).

A lot of retirees will face some sort of “tax trap.” What are they and is there any way to avoid them?

Sam Liang discusses how tax planing for the future can have a beneficial impact on your retirement on this episode of the Just Don't Lose the Money podcast!


Key Takeaways from this episode:

  • Tax Filing vs. Tax PLANNING
  • At What Point Does Social Security Become Taxable
  • How Taxes Can Effect Your Medicare Premiums
  • Why Future Tax Rates May Want You To Consider Your Current Distribution/Withdrawal Process
  • What are some steps you can do BEFORE retirement to lower your taxable income in retirement? 

  • If you're already retired, is there anything you can do to lower your taxable income, or has the "train left the station"?

Whether you’re asking questions about when you can retire, how to manage your investments, or if you have enough to leave the impact you want for your family and community, we’re here to help. Use this link to schedule your 15 minute complimentary introductory call directly with either Sam, John, or Ryan of Rubino & Liang Wealth Partners.  We'll use this time to get to know you and your needs.

Tags: IRA Conversions, social security, taxes, Medicare


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Have a list of questions around your finances? Thinking about your retirement situation?

Let’s chat. Fill out the form below or request a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.