The Golden Runway: The Tax Window Retirees Can’t Afford to Miss

Video Description

There's a limited tax-planning window that can dramatically shape the rest of your retirement. I call it The Golden Runway — the years between retiring, claiming Social Security, and starting RMDs. During this time, your taxable income is usually at its lowest and your flexibility is at its highest. That means bigger opportunities for Roth conversions, capital-gains harvesting, bracket planning, and building a long-term tax strategy on your terms. In this video, I’ll show you why this window is so powerful, why so many retirees accidentally let it slip by, and how you can make the most of it without sacrificing the freedom and relaxation you’ve earned. 🔗 IMPORTANT LINKS 🔗 👍 Get confidence in your retirement with a clear plan for your income, Social Security, and taxes. Book a Retirement Clarity Meeting now! https://carrolladvisory.co/youtube1 Free 14-Day Boldin Trial: Test Roth conversions, Social Security timing, tax strategies, and more using my affiliate link below. 👉 https://go.boldin.com/DevinCarroll. 👉 Download your copy of “The One Critical Portfolio Shift You Must Make Before Retirement” https://www.carrolladvisory.com/one-critical-shift Disclaimers 👨🏻‍⚖️ 📜 HEAR YE HEAR YE: Some of my videos contain links to third party products, apps, and services. If you click through, I may receive a small referral fee to my media company (Carroll Media) through their referral program. Rest assured, I only recommend products or services that I believe will be helpful and informative to my audience. ⭐⚠️⭐Please read this⭐⚠️⭐ ⚠️I am not an attorney, SSDI advocate, or affiliated with the Social Security Administration or any other entity of the US Federal Government. I am a practicing financial planner, but I’m not YOUR financial planner and since I don’t really know you, I can’t give you advice. So please don’t take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors. 🙇🙇🙇🙇🙇