Hidden (and not so hidden) Fees, Penalties, and Taxes in Retirement

Peter Richon ·
June 3, 2023

It’s not easy to determine exactly what you’ll need to live on in #retirement, that calculation is made even more difficult because there can be a few surprise expenses … and some penalties that can last a lifetime!

In this video, Peter with Richon Planning and Erin Kennedy are breaking down some of those hidden penalties, in order of severity, starting with:

  • the IRMAA Penalty
  • the #Medicare Part B & D Penalty (this penalty is for life!)
  • Inflation
  • Taxes
Subscribe
Submit Topics and Questions to be Covered in Future Episodes

View Past Episodes

August 15, 2026

6 Things To Do if Retirement is 6 Years Away

August 8, 2026

đź’° Are you and your spouse accidentally leaving free money on the table?

August 1, 2026

🚨 Should You Surrender or Replace That Old Annuity?

Begin Your
Optimized Retirement Plan™

Let’s make sure you feel empowered and prepared for what “someday” will bring.