**The Tax-Time Mistake That Could Cost You Thousands**

Dear Patriot,

Yesterday, I showed you how a living trust protects your legacy. Today, let’s talk about something that eats away at your retirement _every single year_: **bad tax timing.**

Most retirees withdraw from their taxable accounts first—thinking it’s smart. But that move can push you into higher tax brackets, trigger Medicare surcharges, and even make your Social Security _taxable_.

The elites don’t fall for that. They use **tax sequencing**—pulling from Roths, IRAs, and brokerage accounts in a strategic order that slashes what they owe and keeps more in their pockets.

You can do the same. But only if you know the playbook.

Tomorrow, I’ll break down the Roth conversion window—and why it could be your biggest tax-saving opportunity yet.

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^Sponsored Content^

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**Poll Of The Day**

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**Fun Fact Of The Day**

Up to **85% of Social Security** benefits can be taxed—_if_ your income crosses a certain threshold most retirees don’t even realize exists.

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