The Most Expensive Lie in Retirement Planning

In this episode, Robert Gilliland and Karen Heider explain why retirement doesn't eliminate taxes, but simply changes where your income comes from. They discuss the hidden tax challenges retirees often face and the strategies that can help create more flexibility throughout retirement. Key themes from the conversation: Why many retirees don't actually move into a lower tax bracket like they expectHow retirement income from multiple sources gets taxed The hidden impact of Required M...