The Retirement Tax Strategies Most People Miss
From Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. by Bonfire Financial | Brian Colvert CFP®
May 12, 2026 · 12 min
About this episode
Brian discusses powerful retirement tax strategies that can help retirees keep more of their money.
Most retirees focus on growing their money. Very few focus on how to keep more of it. In this episode, Brian breaks down powerful retirement tax strategies that wealthy families use to reduce taxes, avoid costly Medicare surcharges, and create more tax-free income in retirement. From Roth conversions and HSAs to the hidden IRMAA trap, you’ll learn practical strategies that could potentially save you thousands over time. Full show notes: https://www.bonfirefinancial.com/retirement-tax-strategies To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com Disclosure: https://www.bonfirefinancial.com/disclosure
People in this episode
Host: Brian Colvert
Topics covered
- retirement tax strategies
- wealth management
- tax-free income
- Roth conversions
- Medicare surcharges
Keywords
- retirement
- tax strategies
- wealthy families
- IRMAA trap
- HSA
- Roth conversion
Mentioned in this episode
Organizations: Bonfire Financial
More episodes of Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It.
- How Much Should You Have in Your 401(k) to Retire? · June 9, 2026 · 13 min
- 8 Retirement Assets Wealthy Retirees Avoid · June 2, 2026 · 9 min
- Why a Pension Changes Everything in Retirement · May 19, 2026 · 11 min
- How to Increase Your Social Security Benefits (Before It’s Too Late) · May 5, 2026 · 11 min
- What to Sell Before Retirement: 5 Things Most People Miss · April 28, 2026 · 11 min
- Should You Pay Off Your Mortgage or Invest? (What Actually Makes Sense) · April 21, 2026 · 32 min
Explore listener stats, chart rankings, contacts and more on the Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It. podcast page.