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!
In this episode, we will address how accumulating significant savings into traditional 401 (k) s and IRAs can lead to a massive tax burden in retirement.
Additionally, we will address the provision in the SECURE Act, which will change how we view leaving these retirement plans to the next generation.
~Kevin
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This is for general education purposes only and should not be considered as tax, legal, or investment advice.
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