Avoiding the “Tax Time Bomb” in Retirement

16/09/2022 53 min
Avoiding the “Tax Time Bomb” in Retirement

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Episode Synopsis

On this week’s edition we will discuss avoiding the “Tax Time Bomb” when it comes to your 401K’s and IRA’s. Can we learn from history? We look at retiree regrets from a 2021 survey conducted by Coventry Direct. A real threat to retirement portfolios is rising interest rates and we will discuss.   If you have any questions pertaining to your retirement situation  call Elevated Financial Management 866-668-3625.   Retire, Savings, Growth, Taxes, Planning,See omnystudio.com/listener for privacy information.