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Taxes and Your Retirement, Be Ready

Taxes and Your Retirement, Be Ready

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In this episode of Plan Today, Own Tomorrow, the hosts discuss the significant changes in tax legislation and their implications for retirement planning. They explore the potential impact of proposed tax changes, including the elimination of taxes on Social Security and the importance of considering Roth conversions as a strategic financial tool. The conversation also delves into the concept of a 'tax hangover' that retirees may face, emphasizing the need for proactive tax planning to avoid unexpected financial burdens. The episode concludes with a transition to income planning, highlighting the importance of preparing for future financial needs.

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Guardian Investment Advisors 800-517-1575 or click here to visit our website.

Planning, Retiring, Saving, 401K, IRA, TSP, 403B, Taxes

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