Are your retirement plans overlooking a silent tax trap?
In this episode of Retirement Readiness, Bridget Engstrom unpacks the often-misunderstood world of retirement tax planning. From juggling multiple retirement accounts to navigating IRA contribution and distribution rules, she sheds light on the complexities that can catch retirees off guard. Bridget also explores how recent tax legislation affects estate planning and beneficiary designations, highlighting why proactive financial strategies and informed guidance are more critical than ever.

Get guidance now at www.bluemonarchfinancial.com and book your complimentary consultation with Brigette Engstrom and the team at Blue Monarch Financial

 

See omnystudio.com/listener for privacy information.