The GreaterThan Tax Briefing

Welcome — you're about to watch the conversation most retirees don't know they need until April, when it's too late.

In the next 25 minutes, I'll walk you through the tax traps hiding inside the new law, the opportunities most retirees are sitting on right now without knowing it, and the one number that will change how you think about every dollar you withdraw for the rest of your life. The tax code you followed your entire working life just changed completely last summer — and if you're filing the same way you filed last year, you're almost certainly overpaying.

Stay with me to the end. I'm going to show you how a couple right here in Naples — in the 12% tax bracket — pulled $1,000 from their IRA and paid 56 cents of every dollar in tax. I'll show you exactly how it happened. And exactly how to make sure it doesn't happen to you.