Your Family, Your Finances

Having a Tax Plan and Accessing YOUR Money in Retirement


Listen Later

If most of your money is in a 401(k), how and when do you access it?  Do you retire and start pulling money as you need it?  Do you wait until the government says you have to take it?  Two retirement and Social Security experts say that a customized tax strategy is very important and can reduce a couple’s tax liability by more than 300-thousand dollars.  Is an income plan really complete without a tax plan?  

Call John for a Market Protection Plan today! 

...more
View all episodesView all episodes
Download on the App Store

Your Family, Your FinancesBy John Merkel