
Wealthwise with Maggi
Maggi The Retirement Crises No One is Talking About
In this episode, we dive into the hidden tax time bomb lurking within qualified retirement accounts like 401(k)s, IRAs, and TSPs. We discuss how overlooked liabilities, such as required minimum distributions and Medicare IRMAA surcharges, can derail an otherwise solid financial plan. Finally, we explore customized strategies—from Roth conversions to strategic withdrawals—that can help defuse these tax threats and preserve your wealth.

