What if your biggest retirement asset is also your biggest tax trap? Ryan Herbert dives into the realities of 401(k) withdrawals, required minimum distributions (RMDs), and how shifting tax laws could quietly erode your nest egg. This episode unpacks why following “Uncle Sam’s plan” may cost you far more than you expect and how proactive tax planning can save hundreds of thousands over your lifetime. Learn the pitfalls of relying on default strategies, the impact of future tax rates, and actionable steps to protect your legacy.
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