The Unknown Tax Strategy That Saves Retirees $200,000 in Hidden Taxes

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Money Mastery UNLEASHED

Adam Olson

165 episodes

2 days ago

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative.

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Business

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Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative.

Investing

Business

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The Unknown Tax Strategy That Saves Retirees $200,000 in Hidden Taxes

Money Mastery UNLEASHED

10 minutes 2 seconds

3 weeks ago

The Unknown Tax Strategy That Saves Retirees $200,000 in Hidden Taxes

Even the most well-planned retirements can trigger massive, unexpected tax bills — but it doesn’t have to be that way.

In this episode, Adam D. Olson, CFP®, explains the unknown tax strategy that helps retirees reduce lifetime taxes by $50,000 to $200,000 — using Roth conversions, bracket management, and timing that most advisors overlook.

You’ll discover:

Why Required Minimum Distributions (RMDs) create a Retirement Tax Bomb
How to use the Conversion Opportunity Window between retirement and age 73
The annual Bracket Management Strategy that optimizes conversions
How to avoid IRMAA Medicare surcharges and Social Security taxation
And how strategic Roth planning creates a tax-free legacy for your heirs

💡 Case Study: Hear how Susan and Mark turned fear into freedom — transforming a potential tax disaster into a tax-free inheritance for their family.

This is one of the most powerful — and overlooked — moves in modern retirement planning.

🎯 Next Step:
Complete the Retirement Tax Optimization Questionnaire and get a personalized video showing how this strategy could work in your plan.
https://adamdolson.com/retire-quiz/

#RetirementPlanning #RothConversion #TaxFreeRetirement #RetirementTaxes #RedZoneRetirement #AdamOlsonCFP #FinancialFreedom #TaxPlanning #IRMAA #SocialSecurityTax #RetirementIncome #MoneyMastery #RetirementStrategy Investing involves risk, including loss of principal. Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.