📘 Download our Tax-Smart Retirement Workbook to see how this fits into your plan: https://bocaretirement.com/retirement-workbook/

What if one overlooked tax mistake could cost you hundreds of thousands of dollars in retirement?

In this video, Hunter Brockway, founder of Boker Retirement Strategies, explains why many professionals make a costly assumption before retirement: believing their tax bracket will automatically drop once they stop working.

The reality is that income sources like Social Security, pensions, IRA withdrawals, RMDs, rental income, and side business income can stack together and push retirees into a higher tax bracket than expected. That can also create other costly surprises, including IRMAA Medicare premium surcharges.

You’ll learn:

✔ Why your tax bracket may not drop in retirement ✔ How different retirement income sources interact ✔ Why IRMAA can increase your Medicare premiums ✔ How Roth conversions may help reduce future tax pressure ✔ A 3-step roadmap for building a more tax-smart retirement income plan

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