Tax Mistakes New Retirees Make

Tax Mistakes New Retirees Make

From Re-Engineering Your Finances Podcast by Charles Welde

March 5, 2026 · 15 min · Episode 166

About this episode

This episode discusses common tax mistakes that new retirees make and how they differ from past strategies.

Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today we're looking at some of the biggest tax mistakes retirees make as discussed in a recent Kiplinger article and whether these match what we see in the real world. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy…

Topics covered

  • taxation
  • retirement
  • financial planning
  • investing
  • income sources

Keywords

  • tax season
  • retirees
  • income sources
  • tax mistakes
  • Kiplinger article

Mentioned in this episode

Places: Ohio

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