In this eye-opening episode, Don and Marc tackle one of retirement’s most overlooked traps: double taxation on retirement income. From after-tax 401k contributions to state tax rules that sneak up on unsuspecting savers, they break down how easily your hard-earned money can get taxed more than once, and what to do about it.
Here’s some of what we discuss in this episode:
💰 What “double taxation” actually means
⚠️ How NJ tax rules increase the risk
📉 The 401k rollover mistake that’s easy to make
📋 How Form 8606 helps prevent being taxed twice
📈 Strategies to protect both you and your heirs
Get in touch with Don and learn more: https://doncashpodcast.com/
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