Episode Synopsis "I have After Tax Money In My 401K - Now What?"

In today's episode, Michael and Rich discuss a very unique topic of After Tax contributions in your 401k plan. They go over how to identify if you have after-tax money in your 401k plan as well as what your options are when you retire. They also go over some very specific tax planning strategies that can be implemented only if you have after-tax money in your 401k plan. So if you have 401k plan with after-tax money in it, be sure to listen to this episode by Michael and Rich 

Listen "I have After Tax Money In My 401K - Now What?"

More episodes of the podcast Fresh Perspective Planning

• Required Minimum Distributions (RMDs) – Avoid the Tax Trap! 💸
• Volatility, Roth Conversions & Retirement Guardrails – What You Can Do Today
• The Importance of Asset Allocation & Asset Location
• I have After Tax Money In My 401K - Now What?
• I Just Want Planning Help!! How To Work With Flat-Fee Only Planning Firms!
• Pension Maximization Options
• Top Questions To Ask When Interviewing a Financial Planner
• How Biden’s New “American Families Plan” Tax Proposal Can Impact Your Retirement
• Roth Conversion Q&A Part 1
• Ready to Start Social Security, but should you?
• So you heard about Roth Conversions, now what?
• Keep hearing about Bitcoin, Blockchain and Cryptocurrency on the news and don’t understand what it is?