What if the biggest threat to your retirement isn’t the market... but your tax plan? In this episode, Jimmy Lin breaks down the often‑overlooked tax traps that can quietly derail even the most diligent savers. From required minimum distributions to the widows and kiddos tax penalty, Jimmy explains how tax location, income planning, and strategic Roth conversions can help retirees navigate rising taxes with clarity. He also tackles market volatility, sharing how structured notes, annuities, and smart bucket planning could steady your financial path.
If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, go to rightpathwm.com and set up a meeting with Jimmy and the team or call 702-805-7000.
Hear Jimmy Lin on “Right Path to Retirement Radio” each Saturday at 12 noon on News and Talk Radio 840 KXNT
See omnystudio.com/listener for privacy information.
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