Wealth Matters with Debra Taylor

The Final Stage of Retirement


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In this episode, we discuss how to plan in an efficient way when it comes to retirement accounts. This includes:

  • Understanding what an IRA is
  • The various taxation that pertains to different retirement accounts
  • Potential things to be aware of when it comes to distributions in retirement 
  • Other retirement tools like Roth IRAs and 401(k)s (among others)

Lastly, we will give some general tips in order to maximize the efficiency of retirement account monies. 

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Wealth Matters with Debra TaylorBy Debra Taylor