{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Tax Season Hits Different When You're Retired","description":" \ud83c\udfc8 Don\u2019t fumble your retirement - get your financial game plan at http:\/\/bookachatwithjohn.net  Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today, John looks at some of the biggest tax mistakes retirees make as discussed in a recent Kiplinger article and whether these match what we see in the real world. Here\u2019s some of what we discuss in this episode: \ud83d\udcca RMD Rules: Required distributions can raise taxable income \ud83d\udd01 Roth Conversions: Timing conversions can reduce future taxes \ud83d\udcc8 Tax Bracket Strategy: Conversions must consider bracket thresholds \ud83d\udcb0 Social Security Taxes: Benefits can become partially taxable \ud83d\udc6b Spousal Tax Planning: Surviving spouses often face higher taxes Get in touch: Phone: 661-775-3704 Book an appointment with us: http:\/\/bookachatwithjohn.net   Get in touch with us: https:\/\/mearsmoney.com\/   Watch the Podcast on YouTube: https:\/\/bit.ly\/3PmcOPM Check out John\u2019s FREE Books: https:\/\/je9gekmc.pages.infusionsoft.net\/   ","author_name":"The Red Zone Retirement Program","author_url":"http:\/\/mearsmoney.com\/","html":"