44. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes) — Part Two

15/12/2021 28 min
44. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes) — Part Two

Listen "44. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes) — Part Two"

Episode Synopsis

The Build Back Better Act has recently been passed by the U.S. House of Representatives. While it is yet to become a law, there are steps you can take today to minimize the legislative proposal’s impact on your wealth transfer, in case it is passed. In this episode, Derek Myron and Kyle Malmstrom dive into …

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