The Retirement Risk Most People Never See Coming

What if the biggest threat to your retirement isn’t market volatility, but taxes quietly reducing your wealth year after year? Dan Groben and Phil Menard discuss why tax planning should begin long before retirement, the difference between tax preparation and tax strategy, and how tools like Roth conversions, tax-efficient withdrawals, and healthcare planning fit into a comprehensive retirement plan. They also explain how small financial decisions can create larger tax consequences and why retirees often have more control over their tax situation than they realize.

Connect with Dan & Phil at Servant Advisors Group

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