When you get close to retiring, there are a lot of decisions as to what to do with money in 401K or similar plans, as well as IRAs which may not be tax efficient. Today Danny and Chris go over some strategies that could benefit someone in putting a solid, tax efficient retirement plan together from these saving vehicles.
The Harlow Wealth Retirement Hour is a long running radio program featuring advisors from Harlow Wealth Management, based in Vancouver, Washington. Chris Harlow, Dan Erickson and their team discuss topics related to retirement, areas to cover in an economic plan, and how such a plan can be individually tailored to meet the needs of any particular individual or couple.