Today’s Smart Money Question:

💸 Ready to take control of your financial future?

📞✨ Book a free call with Matt today! 👉 https://go.oncehub.com/matthausman

In this episode, Matt tackles one of the biggest tax decisions that retirees face: Roth or pre-tax? It’s not just about today’s tax bill. It’s about future flexibility, income planning, and how your choices ripple through the rest of your financial life. Using real-world scenarios and practical strategies, Matt walks through when each approach might make sense, and when it might not.

Here’s some of what we discuss in this episode:

📅 Scheduling Matters – Timing your moves

💰 Roth vs. Pre-Tax – Taxes now or later

📊 Case Studies – Real-world tax strategies

📉 Market Fear – Planning beyond volatility

📞 Next Steps – Getting personalized guidance

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.