What do road trips and retirement have in common? More than you think—especially when it comes to surprise tolls. In this episode of New Perspective Financial Radio, Financial advisor Vanessa Patterson unpacks the hidden tax traps that can derail your retirement journey. From required minimum distributions to capital gains and Social Security taxes, they explore how proactive planning can help you keep more of what you’ve earned. Plus, they dive into the pros and cons of pension options and why a human advisor may be your best financial GPS.
Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com. Tayvon Jackson, with extensive experience in financial planning and wealth management, is dedicated to helping individuals navigate their retirement journey with confidence.
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