The Retirement Tax Traps Nobody Warns You About

In this episode of Empty Nest Full Pockets, Matt Meline and Will Schroeder take a closer look at one of the most important—and often overlooked—financial windows in retirement planning: the years between 59½ and 65. Many people think of 59½ simply as the age when they can access retirement accounts without the early-withdrawal penalty. But Matt explains why it can be much more than that. These years can create valuable opportunities to rethink your tax strategy, build taxable assets, explore ...