Double Trouble: Avoiding Double Taxation on Your Retirement Income

In this eye-opening episode, Don and Marc tackle one of retirement’s most overlooked traps: double taxation on retirement income. From after-tax 401k contributions to state tax rules that sneak up on unsuspecting savers, they break down how easily your hard-earned money can get taxed more than once, and what to do about it.

Here’s some of what we discuss in this episode:

💰 What “double taxation” actually means

⚠️ How NJ tax rules increase the risk

📉 The 401k rollover mistake that’s easy to make

📋 How Form 8606 helps prevent being taxed twice

📈 Strategies to protect both you and your heirs

Get in touch with Don and learn more: https://doncashpodcast.com/