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Phil's Tax HacksAuthor: Phil Putney
Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts! 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 Can’t Afford to Make
Episode 317
Thursday, 5 March, 2026
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment 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. Phil 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 some of what we discuss in this episode: 💡 Future Tax Shock – RMDs can spike taxes 📆 RMD Rule Changes – Ages 73–75 and penalties 🔄 Roth Strategy – Coordinated long-term conversion planning 🧮 Social Security Taxes – Income mix affects taxation 👪 Spouse & Heirs – Widow’s penalty and inherited IRAs 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 For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96 Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome
