Retirement isn’t just about what you earn — it’s about what you keep. In this episode of That Financial Guy Show, Keith Wilson breaks down the overlooked tax traps that quietly drain retiree income and create unnecessary stress. From Social Security taxation to IRMAA surcharges, Keith explains how to spot — and avoid — the hidden tax bites that come from well-intentioned decisions. You’ll learn: • How the “stacking rule” for income determines whether your capital gains are taxed at 0%, ...
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Retirement isn’t just about what you earn — it’s about what you keep. In this episode of That Financial Guy Show, Keith Wilson breaks down the overlooked tax traps that quietly drain retiree income and create unnecessary stress. From Social Security taxation to IRMAA surcharges, Keith explains how to spot — and avoid — the hidden tax bites that come from well-intentioned decisions. You’ll learn: • How the “stacking rule” for income determines whether your capital gains are taxed at 0%, ...
We’ve all heard the retirement “rules of thumb”, save a million bucks, withdraw 4%, you’ll be fine. But what if those old rules are setting you up for mistakes? In this episode of That Financial Guy Show, Keith Wilson takes aim at the five most common retirement myths that can derail even the smartest savers. You’ll learn: Why the “$1 Million to Retire” rule is misleading (and how inflation + cost of living change everything).The truth about Social Security, why it’s not going away, and what ...
That Financial Guy
Retirement isn’t just about what you earn — it’s about what you keep. In this episode of That Financial Guy Show, Keith Wilson breaks down the overlooked tax traps that quietly drain retiree income and create unnecessary stress. From Social Security taxation to IRMAA surcharges, Keith explains how to spot — and avoid — the hidden tax bites that come from well-intentioned decisions. You’ll learn: • How the “stacking rule” for income determines whether your capital gains are taxed at 0%, ...
