Retirement Tax Traps: How to Avoid Costly Mistakes

This week on Retirement Results, Ford Stokes and co-host Matt McClure (filling in for Sam Davis) tackle one of the biggest threats to your retirement: taxes. From Roth conversions and tax diversification to withdrawal sequencing and qualified charitable distributions, Ford and Matt show you how to avoid the most common retirement tax traps.

They also break down the new “One Big Beautiful Bill” and explain whether Social Security is really tax-free—or if the truth is more complicated. Plus, they highlight two bond replacement solutions: the American National Smart Start Accumulator and Nationwide’s Peak 10 with its boosted 25% bonus.

With real-world examples, strategies to maximize Social Security, and a list of seven common Roth conversion mistakes to avoid, this episode is packed with actionable insights. 

Don’t let retirement tax traps derail your future. Visit retirementresults.com/plan or call (770) 685-1777 to schedule your free consultation. Diana and her team are standing by this weekend to take your call. Let’s build your smart retirement plan together.

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Listen to the show every weekend on your favorite Atlanta news-talk stations & subscribe wherever you listen to podcasts:

WGKA AM 920 Saturdays Noon-1pm & Sundays 11am-Noon
WDUN 102.9 FM & AM 550 Sundays 7am-8am

About Retirement Results:
Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money.

With $37 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient.