The Science of Retirement Income, Creating Income Alpha (Encore)

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The Science of Retirement Income, Creating Income Alpha (Encore)

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Two retirees with the same balance can take wildly different incomes home — it's not about returns, it's about taxes.This week on Money On Tap, Ben Brayshaw and Dan Michelon unpack The Science of Retirement Income — How to Create Income Alpha: the practice of beating the market not by picking better stocks, but by keeping more of what you already have through tax-aware planning.What you'll learn:

What "Income Alpha" actually means — and why it's worth 15–30% more retirement income, year after year
How Social Security gets taxed at 0%, 50%, or 85% — and how to control which one applies to you
The Roth IRA conversion ladder: filling the 22% bracket today to avoid the 30%+ bracket later
The lesser-known after-tax account strategy — converting future ordinary-income tax into capital-gains tax
Qualified Charitable Distributions (QCDs) — the single highest-leverage move for charitable retirees
Donor-Advised Funds and Charitable Trusts — stacking giving with Roth conversion years
The hidden IRMAA Medicare tax — and the income thresholds that can cost you $1,000–$3,000 a year
The Widow Tax Trap — the most damaging tax in retirement and how to plan around it
Why the year of a spouse's passing is the last big planning window — and what to do with it
What 1–2 years of tax returns will tell a good planner that your investment statement never will

Plus Money In The News:

Weight-loss drug developers line up to tap a $150B market (Eli Lilly, Novo Nordisk, the pill-vs-shot race)
Nike stock tumbles 13% to an 11-year low on China weakness
Average tax refund up 11% from a year ago — IRS data and what it means for inflation

Free resource: Email us with "Charitable Giving Booklet" in the subject and we'll send our charitable giving guide.Read the companion blog: brayshawfinancial.com/blog
Schedule a free consultation: app.greminders.com/t/9f3ce72e/initialconsulta
Full Money On Tap episode library: brayshawfinancial.com/money-on-tapContact Us
Phone: 855-226-8551
Email: info@yourmoneyontap.com
Office: 116 South River Road, Bedford, NH 03110
Web: brayshawfinancial.com

Why does so much inherited wealth disappear?
About 70% of family wealth is gone by the second generation, and roughly 90% by the third. The cause is overwhelmingly behavioral — poor communication, weak stewardship, and heirs who were never prepared — not bad investments. Families who beat the odds talk openly about values and prepare their heirs long before any money changes hands.

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