Can dividend income raise your effective rate? The ‘ticking tax time bomb’ is something retirees should plan around while they are still building wealth.

New Focus on Wealth with Chad Burton

English - July 04, 2019 01:30 - 38 minutes - 9.08 MB - ★★★★ - 60 ratings
Investing Business News estate financial investing planning retirement wealth certified financialadvisor financialplanner fitness Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Early life money mistakes can be harmful to your future. Don’t harm your retirement goals by making these top money mistakes.

Next Episode: More people are living an active lifestyle past age 100 and a detailed retirement plan will be important for any of us looking to make it that far. Are you financially on track to live this long?

Can dividend income raise your effective rate? The biggest issue some people face in retirement is the ‘ticking tax time bomb’ of what their brackets might do once they hit the RMD period of their retirement. Could a possible solution be as simple as delaying retirement or contributing to a Roth instead of a pre-tax 401k? Other topics include:

Financially Preparing for marriage –Can your marriage survive money issues? Money under 30

Join Rob Black and I for our Retirement Income and Tax Planning seminar at the Elks Lodge in Palo Alto on Thursday, July 11th. Registration is only $25 so click HERE to sign up!

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.