What if the taxes you thought would get easier in retirement are actually about to get much harder?
Most people assume taxes get simpler once the paycheck stops. David Bezar sits down with Thrive’s own, Christopher Bak, to explain why the opposite is true and why retirement is where taxes actually get complicated.
They break down the difference between tax preparation and tax planning, why the U.S. system is tiered instead of flat, and how the timing of Social Security, pensions, and required distributions can quietly push your retirement income higher than your working income. Chris shares real client stories, including a couple who nearly overpaid on a $2 million nest egg.
The T in Thrive’s ROUTE framework stands for taxes, and getting it wrong can cost hundreds of thousands. Listen now.