The History of Taxes & Your Retirement

Ever wonder how the history of U.S. taxes affects your future at retirment? In this episode, we're diving deep into the tax timeline of America—from wartime levies to modern-day deductions—and how it all plays into your retirement strategy. Spoiler alert: what you don’t know can cost you.

In this episode, you’ll learn:

• 🕰️ A Brief History of U.S. Taxes: From 1913’s income tax inception to today's complex code.
• 💸 How Tax Brackets Have Shifted Over Time: And why this matters when planning your withdrawals.
• 🧾 The Rise of Retirement Accounts: The story behind 401(k)s, IRAs, and tax-deferred savings. What accounts to pull from and when?
• 🔮 Tax Forecasting for Your Future: Strategies to use the system to your advantage and keep more in retirement.

Tune in—and start taking control of your retirment.

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