ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Episode 30: How One Couple Avoided a $100K Tax Surprise"
Episode Synopsis
In this episode of Retire Stronger, hosts John Foard and Bill Kearney discuss a real-life case study of a couple, David and Lisa, who saved nearly $2 million for retirement but faced a hidden tax surprise due to IRS rules. They explore the importance of proactive planning to avoid significant tax liabilities and provide strategies such as Roth conversions and a multi-bucket approach to retirement savings. The episode emphasizes the need for early planning to ensure financial freedom and peace of mind in retirement.
More episodes of the podcast Retire Stronger
Episode 31: How to Retire on Your Own Terms!
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Episode 26: What to Do in a Down Market
26/08/2025
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