“Younger me” would often dream about the future without a solid financial plan. Now, as a seasoned advisor, I guide clients through the complexities of pre-tax versus post-tax contributions. The choice hinges on several factors, including where you stand on the income ladder and what you anticipate your tax situation will be down the road. Making informed decisions early on can lead to substantial savings in tax liabilities.

"Every year you get a raise, take a portion of that raise and shift it into your retirement plan at work. Do that year after year, and before you know it, you'll be at 20% or more savings inside your retirement plan."

What you will learn:

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Investing involves risk, including loss of principal.  

 Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone. 

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein. 

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.

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