Alan and Ashley Schneider discuss the needs of those with larger IRAs or 401Ks and how to craft a retirement plan that involves tax planning so you pay the lowest legal amount to Uncle Sam and keeping more of your nest egg in your own pocket.

Planning for Large IRAs - February 16, 2025

Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. 

Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. 

Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can answer your questions and make you more aware of issues that may affect you.

Disclosure: https://bit.ly/2QyEVev

Education

Catch Retirement 360 with Alan Mercurio and Troy Bolton, Kentuckiana's highly acclaimed retirement coaches. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it's your 401k account, IRA, or an underperforming asset, Louisville's Retirement Coaches, can answer your questions and make you more aware of issues that may affect you. Disclosure: https://bit.ly/2QyEVev

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Planning for Large IRAs - February 16, 2025

Planning for Large IRAs - February 16, 2025