Are worries about Social Security and retirement taxes keeping you up at night? This episode dives into the critical—and complicated—decisions around claiming Social Security and navigating Roth conversions, revealing the hidden pitfalls and overlooked opportunities that could shape your financial future. Discover why timing, tax strategy, and understanding your unique “retirement puzzle” matter far more than simply chasing the highest check or blindly following cookie-cutter advice. What if the choices you make today could affect not just your income, but your family's legacy for decades to come?

In this episode of Retirement Max Radio, financial advisor Ken Reeves and co-host Mark Elliott cover core issues affecting retirees and pre-retirees. From understanding the impact of taxes on retirement income to exploring Social Security strategies, long term care planning, investment risk management, and legacy considerations, each episode provides practical guidance for creating a thorough retirement plan. Tune in for conversations and tips to help you stay on top of your financial life as you approach or live in retirement.