3 Major Retirement Tax Mistakes That Can Cost Thousands

Published: 28 May 2024
on channel: Antonio Cibella - Vision Wealth Management
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As you retire the tax code becomes substantially more complex. As a result the opportunities to either minimize taxes through positive strategies, or create even higher tax bills through poor decisions become magnified. We cover 3 of the most common tax mistakes we see from retirees in the video today.


0:00 The problem with the tax code
0:30 Retirement Tax Mistake # 1
1:14 Provisional Income
2:46 Tips For Avoiding The Social Security Tax Torpedo
3:35 Retirement Tax Mistake # 2
5:11 Retirement Tax Mistake # 3
5:55 The Widow's Penalty


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