Episode 27: The Big Tax Mistake Most Retirees Make in Their 60’s
Update: 2025-09-02
Description
In this episode of Retire Stronger, John Foard and Bill Kearney discuss the common tax mistakes retirees make, particularly the pitfalls of relying too heavily on tax-deferred accounts like 401(k)s and traditional IRAs. They emphasize the importance of tax diversification and provide actionable strategies for individuals in their 40s and 60s to mitigate tax liabilities and enhance their retirement planning. The conversation highlights the need for proactive tax planning to avoid unexpected tax burdens in retirement.
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