Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themselves to ensure they're making the most of their retirement savings and minimizing their tax burden.

Links & Show Notes:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.

Links & Show Notes:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

With every new year, many of us spend some time setting new goals, benchmarks, and desired milestones to achieve in the months ahead. On today’s show, we’ll explore some of our personal and professional goals for 2023 and explore what might be some worthwhile goals for you to add to your list.

Links & Show Notes:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

It's time to make sure your bases are covered and you're ready for the light at the end of the tunnel: Retirement. In this episode, we will discuss 10 points to help determine your retirement readiness.

Links & Show Notes:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Makin’ a list and checkin’ it twice! We’ll describe a scenario, you tell us if the financial advisor is being naughty or nice…

Links & Show Notes:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

The European Financial Review recently released a study on the ways that investor biases impact their financial behavior and decisions. How have you seen some of these biases manifest themselves in people?

Links & Show Notes:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Major life events can sometimes be expected or unexpected. Either way, sometimes we make the wrong choices during these events. Let's jump into some smart decisions to make during major life events.

Links & Show Notes:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement.

Links & Show Notes:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.

Links & Show Notes:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning.

Links & Show Notes:

Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

Call: 989-401-2949