Month: February 2021

The “Tax Trap” of Traditional 401ks and IRAs

They say it’s not what you earn, it’s what you keep. I agree with this wholeheartedly as it relates to not spending more than you make (obviously). However, in my line of work, being sensitive to the TAX efficiency of a retirement plan is critical. If I can save my clients $10,000 or even $20,000/year in taxes during retirement, that’s huge!

Episode 2: The Tax Trap of Traditional 401ks and IRAs

I started this podcast as a unique way to deliver informative content to friends, family, clients and prospective clients.  The strategies and concepts are developed based on frequent challenges or questions I come across in my personal practice.  However, this should not be misconstrued as investment or tax advice, and you should consider your own unique circumstances before making any changes.