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The Pilots Advisor PodcastAuthor: Ryan Fleming Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Tax Mistakes New Retirees Make
Episode 203
Thursday, 19 March, 2026
✈️ Retire Pilots the Right Way! 🎁 Grab your FREE Retirement Toolkit now → https://d74164fb.pages.infusionsoft.net/ Nobody likes tax season, but for new retirees, the rules can feel completely different. Income changes, required withdrawals begin, and decisions that once lowered taxes can create bigger bills later. Ryan unpacks some of the most common retirement tax mistakes and how they show up in real life. A little forward planning can make a dramatic difference over the long run. Here’s what we cover in this episode: 💸 Retirement Taxes: Many retirees underestimate taxes in the distribution phase 🧾 Tax-Deferred Reality: 401(k) withdrawals count as taxable income 📉 Withdrawal Taxes: Large income needs can create major tax bills 🧠 Tax Planning Myth: Smart strategies aren’t just for the wealthy 🟣 Roth 401(k) Confusion: Many investors misunderstand contribution rules Read The 5 Biggest Tax Mistakes New Retirees Make in the First 5 Years - https://www.kiplinger.com/taxes/tax-planning/biggest-tax-mistakes-new-retirees-make-in-first-years Retire Pilots - https://retirepilots.com Get your FREE Retirement Toolkit - https://d74164fb.pages.infusionsoft.net/ Pilot Tax - https://pilot-tax.com/ The Pilot's Advisor Podcast is also on video. Watch & Subscribe on YouTube: https://bit.ly/3EIEBW2
