Search

Home > Retirement Key Radio > When Smart Tax Moves Backfire in Retirement
Podcast: Retirement Key Radio
Episode:

When Smart Tax Moves Backfire in Retirement

Category: Business
Duration: 00:15:40
Publish Date: 2026-02-15 23:05:00
Description:

Taxes can quietly reshape retirement faster than most people expect. In this episode of The Retirement Key, recorded from this past weekend’s radio show, Abe Abich breaks down why popular strategies like Roth conversions aren’t always a slam dunk anymore. The conversation explores how taxes, Medicare premiums, Social Security, income planning, and healthcare costs intersect—and how small income changes can trigger big financial consequences. Real-world retirement scenarios highlight why coordination, timing, and flexibility matter when protecting income, managing risk, and planning for the unexpected in retirement.

Schedule your complimentary appointment today: TheRetirementKey.com

 

Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement

 

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

Total Play: 0

Some more Podcasts by Impact Partnership

200+ Episodes