Podcasts Business Investing Your Money, Your Wealth How to Avoid a Tax Time Bomb: Retirement Plan Spitball Analysis - 327

How to Avoid a Tax Time Bomb: Retirement Plan Spitball Analysis - 327

Published: May 25, 2021, 1 p.m.

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Maxing out Roth IRA, 457, and HSA - check. Pension - check. What else do you need for retirement planning? How do pension and Social Security fit into your fixed income portfolio mix? Should you be more aggressive with Roth conversions? Is a 5% equities growth rate good for early retirement plans with inflation? Will a Spousal Lifetime Access Trust (SLAT) protect assets from a tax time bomb? Plus a SECURE Act 2.0 overview. Transcript, financial resources, ask your money questions at https://bit.ly/YMYW-327

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