Retire With Robert
Most retirees lose thousands of dollars a year — not because they did anything wrong, but because nobody handed them a checklist when they retired.
There's no welcome letter. No phone call from Social Security. No advisor walking you through the changes the moment you stop earning a paycheck. The IRS quietly expects a list of moves from you — and most retirees miss them.
Robert covers what your advisor isn't telling you: IRA windows, Roth conversion math, IRMAA brackets, state-tax timing, Social Security tax thresholds, RMD strategy, and the tax moves that compound for the rest of your retirement.
New video every two days. Hit subscribe.
DISCLAIMER: This channel is for informational and educational purposes only. Nothing here is financial, tax, legal, or investment advice. Always consult a qualified professional for your specific situation.
Economy
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9
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2019-06-04
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