• The Surprising Expense of Taxes in Retirement

  • Jul 16 2024
  • Duración: 10 m
  • Podcast

The Surprising Expense of Taxes in Retirement Por arte de portada

The Surprising Expense of Taxes in Retirement

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  • Resumen

  • This week's conversation discusses the importance of understanding and mitigating taxes in retirement. It highlights the surprise that many people have about the amount of taxes they have to pay in retirement and the potential for taxes to increase in the future. The need for tax-efficient strategies such as contributing to a Roth IRA and doing Roth conversions is emphasized. The discussion also touches on the importance of having a comprehensive financial plan and understanding the basics of the plan to build confidence and peace of mind in retirement.

    For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

    See omnystudio.com/listener for privacy information.
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Economía Finanzas Personales
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