Uploaded April 2026 | Updated September 2026, 3 weeks ago
Taking a large withdrawal from your IRA at the wrong time can trigger a cascade of taxes you didn’t see coming. Today, I’m breaking down how timing alone can save you thousands. We’ll look at how stacking income in one year can increase taxes on Social Security, push you into higher brackets, and raise Medicare premiums—and how simply spreading withdrawals across two years can avoid all of it. Because in retirement planning, timing isn’t a detail—it’s the strategy.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
Taking a large withdrawal from your IRA at the wrong time can trigger a cascade of taxes you didn’t see coming. Today, I’m breaking down how timing alone can save you thousands. We’ll look at how stacking income in one year can increase taxes on Social Security, push you into higher brackets, and raise Medicare premiums—and how simply spreading withdrawals across two years can avoid all of it. Because in retirement planning, timing isn’t a detail—it’s the strategy.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
