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Consumer Advice Series - Retirement Tax Implications
• I make a great living as a self-employed business owner, but I haven’t saved anything for retirement. What do I do?
• What are catch-up contributions?
• I’m newly retired. When should I expect to start taking required minimum distributions? Should I convert my 401(k) to an IRA? Should I use my IRA to buy an annuity or other life insurance product?
Adam Coen
Jack Loteryman CPA, PC
Arlington, Texas
www.JackLoterymanCPA.com
About Mansfield Podcast
News, talk and information about Mansfield, Texas
www.AboutMansfield.com
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By Steve Cosio
4.9
2727 ratings
• I make a great living as a self-employed business owner, but I haven’t saved anything for retirement. What do I do?
• What are catch-up contributions?
• I’m newly retired. When should I expect to start taking required minimum distributions? Should I convert my 401(k) to an IRA? Should I use my IRA to buy an annuity or other life insurance product?
Adam Coen
Jack Loteryman CPA, PC
Arlington, Texas
www.JackLoterymanCPA.com
About Mansfield Podcast
News, talk and information about Mansfield, Texas
www.AboutMansfield.com
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