Fred looks at tax challenges in the future for those who have saved in tax deferred accounts.  He also offers strategies to implement to meet challenges such as snowballing required minimum distributions, Medicare means testing, and the elimination of the stretch.  He looks at Roth contributions and conversions as good strategies to consider.  Fred then discusses rising interest rates and how they, like inflation, could present a threat to your retirement.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

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