Retirement Tax Trap: Don’t Make A Million Dollar Mistake
Feb 27, 2024 ·
13m 58s
Are you paying millions more in taxes than you need to? On this episode, Jon’s talks about the hidden tax trap that may be lurking in your retirement accounts. We...
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Are you paying millions more in taxes than you need to? On this episode, Jon’s talks about the hidden tax trap that may be lurking in your retirement accounts. We also discuss how the IRS won’t give you tax advice, but often your financial advisor won’t either. So, who can you turn to for ideas on tax strategies? Jon shares how you may be able to save thousands in taxes (even while you're still working), moves to convert IRAs to Roth IRAs tax-efficiently, and ideas to help avoid common tax mistakes while working to maximize your retirement income. Take action against the taxman! Visit RetirementSolutionRadio.com and start planning your tax-smart retirement today.See omnystudio.com/listener for privacy information.
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