Defer, defer, defer - that's the age-old tax mantra. But could it actually be a tax trap? We explore why the money you’ve worked so hard to save in your 401(k) could be subject to a big tax bill and what you can do now to take control of your taxes.
--
If you have questions about your retirement journey, schedule a Complimentary 15 Minute Retirement Check-Up Call with one of our retirement planners at MerkleRetire.com

Defer, defer, defer - that's the age-old tax mantra. But could it actually be a tax trap? We explore why the money you’ve worked so hard to save in your 401(k) could be subject to a big tax bill and what you can do now to take control of your taxes. -- If you have questions about your retirement journey, schedule a Complimentary 15 Minute Retirement Check-Up Call with one of our retirement planners at MerkleRetire.com

96. Could Your 401(k) be a Tax Trap?

Ever wondered about the future of Social Security? Need help creating a plan for Long-Term Care? What happens if you retire during a Recession?

Retiring in today’s world can be complex and complicated. Each week, CERTIFIED FINANCIAL PLANNER™ Loren Merkle and co-host Molly Nelson will tackle trending financial topics and apply them to your retirement. You’ll takeaway the important, need-to-know information about preparing for retirement and what happens after you get there. Retiring Today will give you actionable tips that you can use to reach your retirement goals.

Business

Investing

Ever wondered about the future of Social Security? Need help creating a plan for Long-Term Care? What happens if you retire during a Recession? Retiring in today’s world can be complex and complicated. Each week, CERTIFIED FINANCIAL PLANNER™ Loren Merkle and co-host Molly Nelson will tackle trending financial topics and apply them to your retirement. You’ll takeaway the important, need-to-know information about preparing for retirement and what happens after you get there. Retiring Today will give you actionable tips that you can use to reach your retirement goals.

Share 96. Could Your 401(k) be a Tax Trap?

Sign up to save your podcasts

96. Could Your 401(k) be a Tax Trap?

96. Could Your 401(k) be a Tax Trap?

More shows like Retiring Today

Jill on Money with Jill Schlesinger

Sound Retirement Radio

Your Money, Your Wealth

Retirement Answer Man

Retirement Starts Today

The Retirement and IRA Show

Big Picture Retirement®

Stay Wealthy Retirement Podcast

Retire With Purpose - The Retirement Podcast

Ready For Retirement

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Retirement Planning Education, with Andy Panko

Retire With Style

The Great Retirement Debate with Ed Slott & Jeffrey Levine

Retirement Answers