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Are You Sitting on a Retirement Tax Bomb?
Don’t Let Hidden Taxes Blow Up Your Retirement Savings.

You’ve saved for decades. You’ve done everything “right.”  But when retirement hits, an unexpected chain reaction could trigger:

  • Forced RMDs — withdrawals that count as taxable income
  • The Social Security “Tax Torpedo” — up to 85% of your benefits taxed
  • Medicare IRMAA Surcharges — thousands more in annual premiums

Alone, each is frustrating. Combined?

They can cause a sudden, crippling spike in your retirement tax bill.

Inside, you'll discover:

  • The three hidden triggers most retirees overlook
  • How RMDs can snowball, forcing you into a higher bracket
  • The income thresholds that could make most of your Social Security taxable
  • The IRMAA “cliff” that can silently raise your Medicare costs
  • Five strategies to start defusing your tax bomb today — including Roth conversions, qualified charitable distributions, and timing withdrawals strategically
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Investment advisory services are offered through Kingsview Wealth Management, LLC ("KWM"), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Insurance Services, LLC ("KIS"), by individually licensed and appointed insurance agents. KWM and KIS are subsidiaries of Kingsview Partners.