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The Retirement Tax Surprise: What Boomers Need to Know Before It's Too Late - Method CPA

Summary by Method CPA
You did it.You worked hard, saved consistently, and now you’re either enjoying retirement—or it’s just around the corner. You’ve been told for years to put money into retirement accounts, defer taxes, and wait for the golden years. But wait… no one told you? Retirement might be your highest-taxed phase yet. Seriously.Between Social Security income, Required Minimum Distributions (RMDs), capital gains, Medicare premium adjustments, and even state…
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Method CPA broke the news in on Monday, June 2, 2025.
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