The $1M 401k Tax Trap Nobody Warns You About

If you have $1M in your 401k, you don’t actually have $1M. Every dollar is a partnership with the IRS, and they decide their share later.
Most pre-retirees assume taxes will be lower in retirement. That assumption is costing them six figures.
In this Short, I break down:
✔️ Why tax rates are likely going UP, not down
✔️ How 401k withdrawals can spike your Medicare premiums and tax your Social Security
✔️ The critical tax planning window between retirement and age 73
✔️ Why Roth conversions during this window can save you 6 figures
If you’re 50 to 65 and your advisor has never mentioned a Roth conversion strategy, you need a second opinion.
📩 Comment “TAX” and I’ll share my client checklist.
🔔 Subscribe for more retirement and tax planning tips.

Видео The $1M 401k Tax Trap Nobody Warns You About канала Roger Fishel