Think your taxes will drop in retirement? Not always. Jake and Cory reveal how Required Minimum Distributions, taxes on Social Security, and IRMAA can trigger a retirement tax time bomb. Help defuse it by learning about Roth conversions, smart withdrawals, and tax-efficient planning. Real stories, practical tips, and a clear framework to help you retire with more of your money.
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
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What to Know About the Retirement Tax "Time Bomb"

Upticks: A Financial Planning & Investment Podcast