Tax Strategies as you approach retirement!
America's 401k Show with Coach Pete
English - June 21, 2023 17:28 - 13 minutes - 12.7 MB - ★★★★ - 6 ratingsInvesting Business 401k 403b retirement safe coachpete finance financialsafari investment ira money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Listener questions: Should I maximize my 401k if it's in company stock?
Next Episode: Questions for Coach!
Do you need a hand planning out tax strategies as you approach retirement? Maybe it's time to go back to the fundamentals of retirement! Coach Pete is in the studio, talking about the strategies you can use to secure your retirement savings and going back in time to 1925, comparing yester-year to now.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.