Tax Planning for Surviving Spouse

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Saturday, October 3, 2026

Are you sure you’re not tipping the IRS with your retirement savings? This episode of Retire Ready Ohio shatters common misconceptions about taxes in retirement—and why the real “tax season” isn’t when you think. Rodney Peters and James Parker reveal the hidden challenges around required minimum distributions, what really happens to your finances when a spouse passes, and how overlooking these risks can quietly erode your future security. Peek behind the scenes of effective planning and discover the questions most advisors won’t bring up… but should.

This is the radio show where Rodney Peters talks about all things in and around retirement!

https://peterswealthgroup.com/contact/

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