44 - Tax Planning Mistakes That Can Ruin Retirement
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44 - Tax Planning Mistakes That Can Ruin Retirement
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis breaks down the most common tax and retirement planning mistakes he sees during the busiest season of the year. From understanding why tax preparation and tax planning are two very different things to knowing when a Roth conversion actually makes sense, Stewart explains why proactive planning is critical while today’s tax environment is still favorable.
You will hear real stories about layoffs, early Social Security decisions, severance packages, and how unplanned taxable income can trigger penalties that surprise retirees. Stewart also discusses why so many Americans are delaying retirement, how longer life expectancy and inflation are reshaping retirement timelines, and why having savings is not the same as having an income plan.
If you want to avoid unnecessary taxes, protect your Social Security, and build a retirement strategy that accounts for Medicare premiums, cash flow, and long term stability, this episode delivers practical guidance and clear next steps.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary portfolio review and retirement readiness report.
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