Saving for retirement is hard enough. But avoiding the tax pitfalls after you've already done the hard work? That's where most people get blindsided. This week’s story comes from a real conversation with a couple we’ll call Mike and Lisa - two thoughtful Midwesterners who had done almost everything right. They’d saved diligently. They weren’t chasing unrealistic returns. They had what most would call a solid plan. And yet... something still didn’t sit right. They couldn’t shake the feeling that taxes were lurking around the corner. Not just the taxes they already expected... but something else. Something they weren’t seeing.

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