Recorded on February 17, 2025
In this episode of Do You Have the Greenlight to Retire?, the Fitzwilliams Financial team tackles one of the biggest—and most overlooked—retirement roadblocks: taxes.
Hosts Tim Fitzwilliams, Corrine Fitzwilliams, Brian Lindberg, and CFA Ron Wright pull back the curtain on how taxes can eat away at your retirement income and legacy if you’re not properly prepared. They explain the critical tax changes on the horizon, the hidden cost of traditional IRAs, and how to take control of your plan before the rules change in 2026.
💡 Topics Covered:
• How the SECURE Act changed inherited IRAs forever
• Why relying on traditional IRAs could leave your heirs with a tax bomb
• The potential permanence of Trump’s tax cuts—and what it means for you
• How to use Roth conversions and legacy planning strategies to stay ahead
If you’re serious about building a tax-smart retirement plan, this is the episode you need to hear.
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