Episode 30: How One Couple Avoided a $100K Tax Surprise
Update: 2025-09-23
Description
In this episode of Retire Stronger, hosts John Foard and Bill Kearney discuss a real-life case study of a couple, David and Lisa, who saved nearly $2 million for retirement but faced a hidden tax surprise due to IRS rules. They explore the importance of proactive planning to avoid significant tax liabilities and provide strategies such as Roth conversions and a multi-bucket approach to retirement savings. The episode emphasizes the need for early planning to ensure financial freedom and peace of mind in retirement.
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