American Retirement Insider
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05-16-25 ARI Priority Gold 6K (TPD 2nd) AM

05-16-25 ARI Priority Gold 6K (TPD 2nd) AM

Jennifer
May 16, 2025

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.

^{Sponsored Content}

Gold Just Hit $3,500—And Top Analysts Now Say $6,000 Is Possible

Gold just shattered its all-time high again— $3,500 an ounce.

Now the biggest names on Wall Street are warning:

Goldman Sachs predicts gold will hit $3,700 by Q3 of this year.
JP Morgan predicts gold will break $4,000 by mid-2026.
Frank Holmes, CEO of U.S. Global Investors, anticipates gold hitting $6,000 during Trump's term, citing a potential dollar reset and increased gold buying by BRICS nations.

This isn’t hype. It’s happening.

Why?