Fred tackles the subject of tax-free income for life.  He points out the focus on securing income in retirement is very prevalent but there is not enough attention paid to forward tax strategies and opportunities.  Fred sites a couple of case studies in this podcast.  The conversation ranges from required minimum distributions, the role Social Security plays in retirement taxation, and preparing for possible tax increases.

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

Money Matters USA

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