Winning the Tax Game in Retirement

We just finished up two very important seasons: tax season & basketball season. And both might have you thinking about bracket strategies! On this week's episode, Laurel Steward of Mattson Financial Services helps break down how upcoming 2026 tax changes could impact your retirement income and share practical strategies to help you potentially stay in a lower bracket without sacrificing your lifestyle. You’ll hear how smart planning - like timing Roth conversions, managing RMDs, and preparing for income spikes - can make a meaningful difference in your long-term tax bill. We'll also cover: 

• What’s a fair fee for financial advice—and how are advisors really paid?
• Should you gift assets now or leave a legacy later?
• Is “staying the course” always the best strategy for your retirement savings?

If you want to maximize income, minimize taxes, and make smarter decisions in an unpredictable market, this episode is for you. Check out more retirement resources at www.MattsonFinancial.com.