Planning for Large IRAs - February 16, 2025

16/02/2025 52 min
Planning for Large IRAs - February 16, 2025

Listen "Planning for Large IRAs - February 16, 2025"

Episode Synopsis

Alan and Ashley Schneider discuss the needs of those with larger IRAs or 401Ks and how to craft a retirement plan that involves tax planning so you pay the lowest legal amount to Uncle Sam and keeping more of your nest egg in your own pocket.Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a look at economic issues and topics related to retirement planning, as well as educating listeners to help prepare them for their post-working years, whatever they may have in mind for them.