The Tax Trap Retirees Don’t See Coming - Digging In - Rooted Wealth Advisors

In this episode of Digging In, host John Savarino sits down with Alexa Blochowski, Operations Specialist, to uncover one of the most overlooked risks in retirement: taxes.

Many people assume their tax burden will decrease once they stop working, but the reality is often more complex. Alexa walks through the ways that retirement income is taxed differently, how Required Minimum Distributions (RMDs) can unexpectedly increase income, and why Medicare premiums can be impacted by your tax strategy.

They also discuss the concept of “Roth conversion window years” and how proactive planning can help avoid costly surprises later on.

👉 If you’re unsure how your retirement income will be taxed, call [phone] for a complimentary consultation.

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Rooted Wealth Advisors, Inc. (“Rooted”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request.

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