Most people watch their account balances closely, but very few know the number that matters most in retirement: how much they will actually owe in taxes. That number can change everything about what you can spend, how long your money lasts, and the choices you get to make in the years ahead.

In this episode, Ryan Thacker and Tyson Thacker walk through the real tax challenges facing retirees and why so many families are caught off guard. They explain why taxes often rise in retirement, how different income streams are taxed, and why understanding your tax buckets can help you avoid unnecessary surprises.

Ryan and Tyson discuss:

• The three tax buckets and how each one affects your retirement income
• Why most retirees underestimate their future tax bill
• How RMDs, Social Security, pensions, and investment income interact
• The power of tax bracket management and Roth strategies
• The long-term impact of delaying tax planning
• How forward-looking tax analysis can help families keep more of what they saved
• And more

Resources:

• The B.O.S.S. Retirement Blueprint
• Download our free Social Security Decisions Report

Get your FREE B.O.S.S. Retirement Blueprint:

3 Ways to Respond:

• Text BLUEPRINT to (435) 500-0665
• Call: (800) 769-7550
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Connect with Tyson Thacker:

• LinkedIn: Tyson Thacker
• BOSSRetirement.com

Connect with Ryan Thacker:

• LinkedIn: Ryan Thacker
• BOSSRetirement.com