The Retirement Key The Retirement Key podcast is your go-to resource for practical insights and strategies for a successful retirement. Author: Abe Abich Language: en Genres: Business, Education, How To, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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Retirement Tax Traps: What the IRS Doesn’t Want You to Know
Tuesday, 16 September, 2025

Think your taxes will drop in retirement? Think again! Financial advisor Justin Dobak reveals how taxes can quietly erode even the most carefully crafted retirement plans. From Social Security surprises to required minimum distributions and estate planning pitfalls, this episode breaks down the tax buckets, strategies for Roth conversions, and smart ways to gift or donate for maximum efficiency. Tune in for actionable insights to help you build a smarter retirement tax strategy—before the IRS comes knocking.   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 | LinkedInSee omnystudio.com/listener for privacy information.

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